BRIC: das war einmal

The OECD is not expecting much of a rebound either

http://oecdinsights.org/2015/11/09/oecd-economic-outlook-november-2015-emerging-market-slowdown-and-drop-in-trade-clouding-global-outlook/

“The end of the deflation scare”

http://blogs.ft.com/gavyndavies/2015/11/09/the-end-of-the-latest-deflation-scare

And talking about inflation: here is nominal and real rates

http://www.ritholtz.com/blog/2015/11/interest-rates-and-inflation/

From the IEA: “Oil glut to swamp demand until 2020”

http://www.ft.com/intl/cms/s/0/51645ebc-86cb-11e5-90de-f44762bf9896.html#axzz3qy3A3FN0

What they do with the money?

http://www.bloombergview.com/articles/2015-11-09/ritholtz-s-reads-public-pensions-bewitched-by-hedge-funds

Well known fact, but still: in the long run… (and the benchmark should of course be cash)

http://awealthofcommonsense.com/playing-the-probabilities/

BRIC: das war einmal…

http://www.bloomberg.com/news/articles/2015-11-08/goldman-s-bric-era-ends-as-fund-closes-after-years-of-losses

And talk about back-to-square one: Greek banks

http://www.nakedcapitalism.com/2015/11/greece-and-creditors-at-loggerheads-again-troika-wants-more-foreclosures.html

007. Not the blockbuster Skyfall was

http://www.economist.com/blogs/graphicdetail/2015/11/daily-chart-5

Another batch of stunning photo’s, this time from the US in ruins

https://www.washingtonpost.com/news/wonk/wp/2015/11/09/haunting-photos-show-forgotten-and-forbidden-buildings-in-america/

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.