Economie

Wordt u vervangen door een robot?

15-09-2015 18:22

Good morning. Some ETFs are not as solid as others…

screenshot 2015 09 15 06 16 35

http://www.wsj.com/articles/wild-trading-exposed-flaws-in-etfs-1442174925

 

I did some checking, but Best of the Web writer seems to be in the clear from being robotised. So far.
Capture4.PNG

…but financial accountants on the other hand….
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http://www.bbc.com/news/technology-34066941

 

Somehow, the ‘dots’ are never on the sliding slope for long…
bcu_chart5_sep1_2015
http://www.ritholtz.com/blog/2015/09/economic-instability-in-china-raises-the-risks-of-global-deflation/

 

Nordhaus has taken a serious attempt to see whether we are close to ‘singularity’. The answer: no.
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http://papers.ssrn.com/sol3/papers.cfm?abstract_id=2658259&download=yes

 

Nice bit of research of whether the relative hawkishness of a Fed member is related to the inflation regime of their young adulthood (via @went1955)
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http://www.nytimes.com/2015/09/14/upshot/which-fed-leaders-fear-inflation-look-at-when-they-grew-up.html

 

QE expansion has ended! Or at least, that is what you might conclude if you take Emerging Market selling into account
d-73iXahoZbRSpttTVUFzwek5djFx7em5JG5wy1E7GwaOG4j03V1RrV2Ykr0lTrMUg_SafVONUqnMxpjcvPKcEPxzIOMVgzlLE5cE_lwfSGOMbLHU6Ce7nr3DJIHH6YWZWM4bShQ
http://blogs.ft.com/gavyndavies/2015/09/13/will-emerging-economies-cause-global-quantitative-tightening/

 

…but be sure to read this post as well
http://ftalphaville.ft.com/2015/09/14/2140021/debunking-quantitative-tightening-in-one-paragraph/

 

Cool chart! I am not sure what I am looking at though…
http://www.ritholtz.com/blog/wp-content/uploads/2015/09/pressure.jpg
http://www.ritholtz.com/blog/2015/09/10-monday-am-reads-154/

 

Russia outspends on alcohol, the US on health
xysMX4_gNdOG7q4OrvtljA6vMsuFFLlTsxJ560OxURZLwT91cNmIfnoLrBuVhgVE97DyR8GuonQ_SHUJJzQ5TXsd9rhPMGJvWsmT6_kcE_PnFO2nitmBoPfvc44HRPQkiqrnmq1i
http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-9

 

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.