Google groter dan Apple

Crazy bond returns in Switzerland, the extended version

http://ftalphaville.ft.com/2016/02/02/2152019/corporate-bond-yields-and-the-cold-pull-of-negativity/

Back on track? Let’s hope not…

https://www.bespokepremium.com/think-big-blog/sp-500-and-crude-oil-back-on-track/

Google has surpassed Apple!

http://www.economist.com/blogs/graphicdetail/2016/02/daily-chart-1

Has the yield curve lost its ability to predict recessions?

http://www.bloomberg.com/news/articles/2016-02-01/has-the-most-reliable-u-s-recession-predictor-lost-its-value

A glossy quarterly by McKinsey

http://www.mckinsey.com/insights/organization/mckinsey_quarterly_2015_number_4_overview_and_full_issue

“Only eight of the 23 subcomponents of US industrial production have contracted over the past 12 months. In a recession, you would expect nearly all of them to have done so.”

http://uk.businessinsider.com/credit-suisse-on-recession-risks-2016-2

I haven’t studies this one in detail yet

http://www.voxeu.org/article/nature-and-effectiveness-central-bank-communication

Cool game for nerds (via alphaville): guess the correlation…

http://guessthecorrelation.com/

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 Do not quote unless specifically cleared beforehand!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.