Good morning. Last week, the European banking survey was positive, this week it is the US ‘s
http://www.calculatedriskblog.com/2014/08/fed-survey-banks-eased-lending.html
In case you have missed: there is much ado about the outflow of High Yield….
http://www.businessinsider.com/high-yield-debt-in-focus-august-4-2014-8
In case you have missed part II: there is an exceptional drought going on in California…
Briljant overview by the Wall Street Journal on the 100 legacies of the 1914-1918 war. With clips and pictures
This had a pretty good track-record. Until 2010, that is…
http://www.zerohedge.com/news/2014-08-04/spot-data-dependent-fed-policy
Ebola
http://www.boston.com/bigpicture/2014/08/ebola_continues_to_spread_in_west_africa.html
I never thought that earth would be this big, when it comes to land mass…
http://www.ritholtz.com/blog/2014/08/space-without-the-space/
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 Do not quote unless specifically cleared beforehand!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.
