33 seconds worth of retail spending in the US. A variation on the debt clock theme (via http://www.ritholtz.com/)
http://www.retale.com/info/retail-in-real-time/
The moment we have all been waiting for: suggestions that central banks will ‘monetise’ bonds (keep them indefinitely) is now being talked about… And Japan is the obvious first
http://soberlook.com/2014/06/monetizing-qe-bonds.html
Unit labour costs: some thoughts from the OECD
http://www.oecd.org/newsroom/system-of-unit-labour-cost-oecd-updated-june-2014.htm
Mmm. So much for the decline in banking… (paywall)
The Fed reduced volatility in rates, but is appears to have increased (via @leonmwc)
http://www.nytimes.com/2014/06/08/opinion/sunday/the-biology-of-risk.html
And, to stick with the Fed a little longer: these are the projections issued on Wednesday…
http://www.ritholtz.com/blog/2014/06/10-thursday-pm-reads-107/
A long-read on active asset management
https://rpseawright.wordpress.com/2014/06/18/active-management-required/
Certainly not perfect, but still: I have seen worse…
http://www.crossingwallstreet.com/archives/2014/06/unemployment-and-future-stock-returns.html
Oracle’s track record on capex versus stock buybacks
http://www.zerohedge.com/news/2014-06-19/most-stunning-chart-oracles-earnings-report
I have shown this one before, right?
http://qz.com/223807/where-over-half-of-the-worlds-exports-are-going-in-one-elegant-chart/
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.
