I am not sure whether this is important, but it is interesting for sure
http://uk.businessinsider.com/us-consumer-only-thing-not-in-recession-2016-8
Japan’s new plan. At least it has had a big impact on the yen…
http://uk.businessinsider.com/japan-stimulus-package-august-2016-2016-8
The place to be: Chicago
http://www.economist.com/blogs/graphicdetail/2016/08/daily-chart
Interesting divergence. It might be linked to defaults that have taken place?
http://macro-man.blogspot.nl/2016/08/the-one-chart-that-everyones-talking.html
Continues to be a cool chart. If anything, watch technology…
https://www.bespokepremium.com/think-big-blog/historical-sp-500-sector-weightings/
Which s also what is stated here….
Pretty vague chart if you ask me…
http://ritholtz.com/2016/08/households-negative-wealth/
The way the US population is build up
ETFs seem to be tilted to one asset class…
http://www.moneyandbanking.com/commentary/2016/7/31/the-world-of-etfs
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 Do not quote unless specifically cleared beforehand!
