So much for that tough austerity program in the UK…
http://www.bondvigilantes.com/blog/2014/08/21/great-british-austerity-myth/
Finally some good news for the Dutch economy: we are going to revise the GDP numbers. Upwards, that is.
And also some positive news on Japan
http://blogs.wsj.com/economics/2014/08/21/overlooked-data-shows-japan-wages-rising/
“How to Survive a Secular Stagnation” Some advice from Mohamed A. El-Erian
http://www.bloombergview.com/articles/2014-08-19/how-to-survive-a-secular-stagnation
This is an interesting trend: the US seems to have lost the love for driving…
http://fortune.com/2014/08/15/america-driving-cars/
The troubled region
http://www.ritholtz.com/blog/2014/08/syraq/
“Is there a trade-off between low bond risk premiums and financial stability?” (spoiler answer: not really)
http://www.chicagofed.org/digital_assets/publications/chicago_fed_letter/2014/cflaugust2014_325.pdf
This is how big the Norwegian wealth fund has become… (via @jackneele)
http://qz.com/252753/norways-gargantuan-sovereign-wealth-fund-by-the-numbers/
Some perspective on the depth of the European reces… eh… depression
This chart is originally from the Economist. Still a good way of presenting
http://www.ritholtz.com/blog/2014/08/10-thursday-pm-reads-114/
And in case you are worried about that Icelandic volcano: here are some cool charts to tell you what is up
http://www.businessinsider.com/iceland-volcano-infographic-2014-8
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.
