The BIS annual report was published over the weekend. On rising debt and monetary policy
http://www.bis.org/publ/arpdf/ar2014e.pdf
Pretty interesting year so far: there have been no losers yet…
Best of the week. Last week that is…
http://lukasdaalder.com/2014/06/27/best-in-economics-this-week-june-27/
The widowmaker…
http://ftalphaville.ft.com/2014/06/27/1889702/the-widowmaker-doesnt-care-if-this-is-nuts/
A lot of charts on low volatility….
http://www.zerohedge.com/news/2014-06-28/13-ways-looking-record-low-volatility
And talking about that: volatility will remain low until August, if history is anything to go by…
http://www.zerohedge.com/news/2014-06-28/forget-january-effect-fall-season-volatility
Interesting switch: “Inflation Is Not Always and Everywhere a Monetary Phenomenon”
http://www.dallasfed.org/assets/documents/research/eclett/2014/el1406.pdf
Stiglitz : “Inequality Is Not Inevitable”
http://opinionator.blogs.nytimes.com/2014/06/27/inequality-is-not-inevitable/
“The great British jobs and productivity mystery”
http://www.voxeu.org/article/uk-productivity-and-job-puzzle
Huh? I thought buybacks were steadily rising…?
…and here’s another chart on the stock buybacks…
http://www.zerohedge.com/news/2014-06-27/why-ceos-love-buybacks-1-simple-chart
And the schedule for the week to come
http://www.calculatedriskblog.com/2014/06/schedule-for-week-of-june-29th.html
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 Do not quote unless specifically cleared beforehand!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.
