De kans op een recessie in de VS is 100 procent

More is needed to just freeze production…

http://uk.businessinsider.com/why-the-oil-production-freeze-might-not-be-a-game-changer-2016-2

Interesting: “Apple prices $12bn bond sale – Size of offering signals new life in debt markets”

http://www.ft.com/intl/cms/s/0/af9a76a4-d4ca-11e5-8887-98e7feb46f27.html#axzz40MlM13hE

Finally someone sensible: the odds of a US recession are 100%. We only do not know when…

http://news.forexlive.com/!/odds-of-another-us-recession-are-100-bnp-paribas-20160216

Following the GDP Nowcasting, we also have an Inflation Nowcasting! (via Rikkert Scholten)

https://www.clevelandfed.org/our-research/indicators-and-data/inflation-nowcasting.aspx

If history is anything to go by, than Europe is the most recession prone, by the looks of it

http://uk.businessinsider.com/goldman-sachs-chart-country-recession-2016-2

Dis-stressed (via Jens Pongratz)

http://www.markit.com/Commentary/Get/09022016-Credit-Distressed-bond-numbers-escalate-at-alarming-pace

Sanders for President!

http://www.wsj.com/articles/millennial-wave-unsettles-presidential-race-1455577532

The Obama administration’s budget outlook. Interesting to see that they think that risk are equally spread…

https://www.washingtonpost.com/posteverything/wp/2016/02/15/one-of-the-most-important-budget-graphs-youll-ever-see/

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 Do not quote unless specifically cleared beforehand!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.