Handige flowchart: wanneer moet je die ene vraag stellen?

Good morning.  Ok, so the three European economies that expanded the most since 2000 are….

http://www.zerohedge.com/news/2014-05-14/geithner-confirms-mafia-linked-berlusconis-forced-ouster-says-us-did-not-have-blood-

Krugman is calling for higher inflation targets. I am getting a big deja vu here….

https://webspace.princeton.edu/users/pkrugman/pksintra.pdf

A very interesting read/podcast by Planet Money on food aid in Somalia…

http://www.npr.org/blogs/money/2014/05/13/312150579/in-somalia-collecting-people-for-profit

Leverage. It is fun while it lasts…

http://www.zerohedge.com/news/2014-05-14/how-debt-trap-swallowed-asia-three-charts

I get the feeling that I already featured this piece of research, but not this particular chart. On the decline of productivity

http://www.ritholtz.com/blog/2014/05/global-lessons-for-inclusive-growth/

Not sure whether it is representative, but I like these outcomes. “I want the upside but not the downside”

http://streettalklive.com/index.php/analysis/daily-x-change.html

The real fragile five. Not so big, but a lot more fragile just to compensate

http://ftalphaville.ft.com/2014/05/14/1850762/the-real-fragile-five/

Cool overview of the London Silver market (via zerohedge)

http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2014/05/London%20Silver%20Market%20Timeline.pdf

And, as always recommended, ‘De week in tweets’!

http://www.oneworld.nl/bloggen/blogs/de-week-tweets/de-week-tweets-8

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.