Good morning. Just a small correction, or is the fact that High Yield started the sell-off an indication that there is more at stake?
http://www.zerohedge.com/news/2014-08-01/market-dip%E2%80%A6-or-start-something-bigger
…or is it just the season acting up (as usual)?
http://www.zerohedge.com/news/2014-08-03/volatility-shocks-cheapest-hedge
Check.
Best of last week. According to me, that is
http://lukasdaalder.com/2014/08/01/best-in-economics-this-week-august-1/
This one comes from a Nomura report. Alternatives: a pretty expensive asset class…
There are a lot of posts on this report on the increased age of the firms in the US. My feeling would be exactly the opposite…
http://www.businessinsider.com/brookings-institution-hathaway-and-litan-aging-firms-2014-7
A country report on Japan by the IMF…
http://www.imf.org/external/pubs/ft/scr/2014/cr14236.pdf
Russia’s track record with respect to growth…
http://conversableeconomist.blogspot.nl/2014/08/the-enigma-of-russias-economy.html
…and, talking about China, this one may be important
.
http://www.zerohedge.com/news/2014-08-02/europes-russian-connections
Fundamentals meet reality
http://www.zerohedge.com/news/2014-08-02/economic-theory-vs-practice-1-cartoon
A bit technical, maybe, but I couldn’t resist these colours… ;-)
http://www.zerohedge.com/news/2014-08-01/suddenly-wall-street-bailing-housing
Looks like we will be having a very data light week, this week…
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-3rd.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.