Good morning. The election news: France’s shift to Front National
.
http://www.cnbc.com/id/101704019
As for the markets: the biggest shock there is low volatility….
Ha ha ha! Those Italians will find a way to reduce the deficit as a percentage of GDP, even if it means raising GDP…
Oh, oh…. “Piketty findings undercut by errors” (plus some reactions)
http://www.ft.com/intl/cms/s/2/e1f343ca-e281-11e3-89fd-00144feabdc0.html (critique FT)
http://blogs.ft.com/money-supply/2014/05/23/piketty-response-to-ft-data-concerns/ (Piketty’s response letter)
http://jonathanhopkin.blogspot.nl/2014/05/debunking-debunking-of-piketty.html
http://brankomi.wix.com/inequality
http://mainlymacro.blogspot.nl/2014/05/mistakes.html
Best of last week, as always….
http://lukasdaalder.com/2014/05/23/best-in-economics-this-week-may-23/
The M&A pick-up in the US versus Europe
So far, this has not been a spectacular year any which way you turn it…
http://www.zerohedge.com/news/2014-05-25/and-worst-performing-strategy-2014
Newspaper advertising revenues…
http://www.businessinsider.com/generational-shift-in-media-usage-2014-5
Standard & Poor’s tries to assess the vulnerability of credit ratings (?) to climate change
Italy in the euro: success or not?
http://www.voxeu.org/article/italy-and-euro-myths-and-realities
The death of the US labour market, part 56
http://fatasmihov.blogspot.nl/2014/05/the-us-labor-market-is-not-working.html
The question is asked by the Richmont Fed: “Should the Fed Have a Financial Stability Mandate?”
http://www.richmondfed.org/publications/research/annual_report/2013/pdf/article.pdf
And the schedule for the week to come: Memorial Day!
http://www.calculatedriskblog.com/2014/05/schedule-for-week-of-may-25th.html
http://www.businessinsider.com/monday-scouting-report-may-26-2014-2014-5
Cool street art pictures… (I forgot who twittered these: sorry!)
http://brekend.nl/2014/05/21/15-x-street-art-die-met-de-omgeving-speelt/
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.
