Economie

Hier hebben ze olie

20-05-2016 19:46

Good morning. Cool chart to show the main export products in the Middle-East/Russian region

screenshot 2016 05 20 06 11 52

http://ritholtz.com/2016/05/map-middle-east/

 

Some countries simply seem to be on the receiving end somehow…_T5ISfKhDsH7RqyeOprgKjXLRD-zcaGMPCyr7yKEH8sTmF6YsBhHebEDgn5cm2vpNsW1hkD5S7VrTd60DsVbnnxJElKX9yORNTqGN_dv9lReUss4Z06re5-hRquVFKYwyU3Vm_8xhttp://www.economist.com/blogs/graphicdetail/2016/05/daily-chart-16

 

Interesting way of looking at it: “The S&P 500 is the World’s Largest Momentum Strategy”f1u5t4fq9GuFBZn_H6HNvtOcssIlZfzo9u8GENWRwT9IZQGvWUFg-1_hTpVlIhJgEDPh1wqqrbqIh4-ROSdRix3B_yd1B9-K6W2egZCYOtjJj9KshDwCwfIHPBG0AvWaVen7vRCihttp://awealthofcommonsense.com/2016/05/the-sp-500-is-the-worlds-largest-momentum-strategy/

 

High wage always appears to be expanding the most….IQ226kth9cTJNg1AXIA4vTkLbSEgPSJ50eXKWpOyxIqS4ddx_nFHQscamSyBJiL5M2onHZRUL14yLj4Kur8xEgZGaHcUWqnerNoLEzMSx0SIfw21MEfJys3UV7xSbe3O-f-yhFeehttp://economistsview.typepad.com/economistsview/2016/05/wage-growth-by-type-of-job.html

 

And here is another one on that themeSe19OAoLjm_sFYLekG4twzpLPKurP-09wzHi7wMpCPVNNT5nr1WnClZ8YRnTppBm2r8uKVOinv_xWPwBg2DtYWfHNmiH1R3-472HVoMTm9QJ7gJHw27UYsyCzSSFU4iXjl5-Sc_nhttp://www.bradford-delong.com/2016/05/must-read-justin-wolfers-growth-in-real-average-income-for-the-bottom-90-percenthttpstwittercomjustinwolfersst.html

 

No, really? “Weak economic growth may make recessions more frequent and prolonged”

GlOL3JnbxuYIooO93dlZganZtms-pl7X_MnQMExcmvO_XSrDL8WoIae-1QSej5bbQGlxtj6OCIyQSCmFZhv_cmlzFAU3pzp9klimbyyfYuvggeOlYQuIDqIlRsZ3bjfi2wonpEtYhttp://voxeu.org/article/new-normal-never-was

 

R&D spending is down for the big car makers (but what about Tesla?)

bHQ4rTd06xbZmpQrxENvhe4uZtv-d-Z3ZHfDZ_e_oIQ9Zozel3bEYqrLgSBCQHZdm_cc131ScT0dNV-CHWZ9AuOq0Tekr7r3Xe4Rakmmzh0BlA8LrZB6ix2U9yVm62EKGly9s5jJhttp://ritholtz.com/2016/05/big-automakers-rd-declining-first-time-since-2009/

 

HA!_tbAko5WX5lxk6wJVo3X7WBQ9kYjdqSLCBWcJB2HJPblBggWu1XT14EaH8_B2Ou8u0hGneaI8aWDaOeXm8NJcQ-hkxG8UuLA0VwQkaDZHxutR8oU31fliuYOYR43rRCETaT6U_A_http://uk.businessinsider.com/tesla-capex-and-rd-spending-by-year-2016-5

 

Flat yield-curve!WpDc33zAokHc25H1w9B1CT6bsy7y_8RwLas9DDWDRvZS7LCJzbDDERCc9Xs5uxFthYjbMs6c3HntXA7e6TfQE6KsnkL0tx0GY8dauXDcq0eEEifRrjQD7FL2-iTnqgGO9CRMWQOdhttp://www.wsj.com/articles/flood-of-foreign-cash-flattens-yield-curve-1463512016

 

Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.

Disclaimer: All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!

Alle edities? Hier.