How US ten year Treasury yields are at odds with US growth right now
http://www.businessinsider.com/torsten-slok-us-rates-market-significantly-mispriced-2016-2
Can it be? Wage growth picking up? Surely the US is recession, right?
http://macroblog.typepad.com/macroblog/2016/02/are-paychecks-picking-up-the-pace.html
Weird. Downgrading everything except the growth forecast of China.
Clinton and Bush: big spenders, but not winning
Somehow, I get the feeling the stock markets (and the secular stagnation thinkers) have a different view here…
http://www.motherjones.com/kevin-drum/2016/02/sanders-campaign-has-crossed-neverland
As for the hedgefunds….
Euro stagnation: let’s get it on the table
http://ritholtz.com/2016/02/risks-of-stagnation-in-the-euro-area/
Cash to burn, but it is the markets that are doing the burning…
http://ftalphaville.ft.com/2016/02/17/2153452/some-analysts-appear-to-be-approaching-breaking-point/
We are at the red dot. Says UBS.
http://ftalphaville.ft.com/2016/02/18/2153669/you-are-here-an-em-pain-roadmap/
Correlation is not causation. Especially on a two month’s basis….
http://ftalphaville.ft.com/2016/02/18/2153615/jpy-pain-charted-and-extrapolated/
Record high’s, but not the one’s we would like to see…
http://www.bloomberg.com/news/features/2016-02-17/global-warming-crushes-records-again
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 Do not quote unless specifically cleared beforehand!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.
