Good morning. The demographic dividend. Only one continent is expected to harvest it…
http://www.imf.org/external/pubs/cat/longres.aspx?sk=41819.0
For those returning from Holidays: best of last week…
http://lukasdaalder.com/2014/08/08/best-in-economics-this-week-august-8/
Always interesting: the spider chart of the US labour market
http://economistsview.typepad.com/economistsview/2014/08/getting-there-.html
Some interesting observations in this “A recession without a boom?”
http://fatasmihov.blogspot.sg/2014/08/a-recession-without-boom.html
Volatile? We ain’t seen nothing yet…
http://qz.com/245848/heres-how-incredibly-complacent-investors-are-right-now/
From the Dallas Fed: “ Economic Gains Likely to Tighten Job Market, Push Up Wages”
http://www.dallasfed.org/research/update/us/2014/1405.cfm
Longest outflow on record. I don’t think it has any predictive power though…
Not that this is scientific proof or anything
http://www.zerohedge.com/news/2014-08-08/sanctions-costs-who-paying-most
Fridays are the new Tuesdays!
http://www.zerohedge.com/news/2014-08-08/russell-2000-has-best-week-2-months-amid-geopolitical-chaos
And, as always, this week’s schedule!
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-10th.html
Nice video clip mapping births and deaths through the ages…
http://qz.com/244999/watch-how-the-centers-of-western-culture-migrated-over-2000-years/
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 Do not quote unless specifically cleared beforehand!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.
