Vier landen die de export bepalen

Just think about this: four countries in the world that rule the world of exports

http://online.wsj.com/articles/why-u-s-manufacturing-is-poised-for-a-comeback-maybe-1401475962

Cool overview from the latest BIS report: claims on Russia and Ukraine

http://www.bis.org/publ/qtrpdf/r_qt1406.pdf

More concerns about (too) low volatility…

http://www.zerohedge.com/news/2014-06-02/why-central-banks-need-more-volatility-maintain-their-omnipotence

Yesterday saw the release of not one, not two, but three ISM headline numbers!

http://www.bespokeinvest.com/thinkbig/2014/6/2/more-fun-with-ism.html

http://www.businessinsider.com/wells-fargo-may-ism-reaction-2014-6

And this is a bit of the bigger picture…

http://www.zerohedge.com/news/2014-06-02/two-thirds-global-pmis-decline-may 

Divergence in Europe, and apparently it is up to Draghi to solve it…

http://www.zerohedge.com/news/2014-06-02/draghi-desperate-avoid-japan-style-lost-decade

… and here is some more

http://www.zerohedge.com/sites/default/files/images/user3303/imageroot/2014/06/20140602_EU.png

Some more thoughts on the US bond yields: QE may be bad for bonds…

http://ftalphaville.ft.com/2014/05/30/1866252/the-other-great-bond-mispricing-theory/ 

Some positive thinking by BCA on the US fiscal drag

http://ftalphaville.ft.com/2014/06/02/1867562/charts-du-jour-fiscal-drag-per-capita/ 

Brilliant before and after shots from the second world war and now: only one click apart (via @pvdp)

http://www.theguardian.com/artanddesign/ng-interactive/2014/jun/01/d-day-landings-scenes-in-1944-and-now-interactive

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.