Good morning. Still one of my favorite charts: rates will always rise (but never do)
http://www.zerohedge.com/news/2014-08-27/everyones-fighting-fed-now
How the Dow has changed over times… (via @ritholtz)
http://online.wsj.com/articles/s-p-500-closes-above-2000-for-first-time-1409055874
So much for deleveraging in the US economy…
http://blogs.ft.com/andrew-smithers/2014/08/us-economy-the-persistent-myth-of-deleveraging/
Overview article from the IMF on 50 years of change…
http://www.imf.org/external/pubs/ft/fandd/2014/09/kose.htm
And there are 37 more like these maps, just one click away
http://www.vox.com/2014/8/26/6063749/38-maps-that-explain-the-global-economy
and speaking of maps: the Economist lists the various frontier disputes with China
http://www.economist.com/blogs/graphicdetail/2014/08/daily-chart-15
If this chart is correct, the 1% has been losing ground in the stock markets, which seems odd…
Hispanic, democratic-voting 65 year olds: I guess they have not gained much from the stock market rally
The end of the inflow into Emerging Markets Debt…? (or just the Russia effect?)
http://blogs.ft.com/beyond-brics/2014/08/27/em-portfolio-flows-grind-to-a-halt/
…and talking of EM debt: here are some warnings from the BIS
http://blogs.ft.com/beyond-brics/2014/08/27/why-em-asset-managers-are-on-a-hair-trigger-for-selling/
For the locals, by the IMF: “KINGDOM OF THE NETHERLANDS— CURAÇAO AND SINT MAARTEN”
http://www.imf.org/external/pubs/ft/scr/2014/cr14239.pdf
Cool pictures. Like this one: grass after lightning strikes (via @ritholtz)
http://www.tickld.com/x/46-incredible-photos-you-may-not-have-seen-before
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.
