Good morning. Jackson Hole came and went: here are the various speeches held during the weekend. The chart is from Draghi’s presentation
http://www.kc.frb.org/publications/research/escp/escp-2014.cfm
http://www.zerohedge.com/news/2014-08-22/mario-draghis-still-whatever-it-takes-jackson-hole-speech
The more you hype it, the bigger the chance of a negative surprise. In this case it applies to Jackson Hole…
http://www.zerohedge.com/news/2014-08-22/did-feds-magic-just-run-out
Your kickstart of the new week: the best of last week!
http://lukasdaalder.com/2014/08/22/best-in-economics-this-week-august-22/
Cool charts on oil disruptions through time
http://www.zerohedge.com/news/2014-08-24/oil-after-us-hegemony
Oceans appear to have absorbed the excess heat in recent years…
http://www.economist.com/blogs/graphicdetail/2014/08/daily-chart-14
This chart shows that the rally in Southern bonds has not helped the corporate sector (in real terms)…
http://www.zerohedge.com/news/2014-08-23/europes-real-borrowing-costs
Who would have thunk that: subprime is back!
http://www.ritholtz.com/blog/2014/08/10-sunday-reads-74/
I know this one is old, but I like it. A lot.
A bit of analyses on the Emerging Market Debt market
http://www.voxeu.org/article/new-breed-global-investors-and-financial-stability
Very cool (moving) map on the boom in oil and gas drilling in the US
And the schedule for the week ahead
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-24th.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.
