De defensie-uitgaven in Afrika

The 12 months before a rate hike…

http://www.ritholtz.com/blog/2014/11/the-easy-moneys-been-made-fed-policy-and-stock-outlook/

…which is at odds with expectations of the bigger banks

http://online.wsj.com/articles/sign-of-health-for-stocks-weak-2015-forecasts-1416790418

Cool chart. Not sure about the message of the blog though.

http://www.zerohedge.com/news/2014-11-24/brent-plunge-60-if-opec-fails-cut-junk-bond-rout-default-cycle-follow

Military spending in Africa

http://www.economist.com/blogs/graphicdetail/2014/11/daily-chart-13

Pretty serious, if you think about this

http://www.washingtonpost.com/world/russia-unnerves-its-neighbors/2014/11/23/ef79e1d0-738a-11e4-9c9f-a37e29e80cd5_graphic.html

Job creation in the US has been pretty red, so far

http://www.businessinsider.com/us-economy-is-close-to-being-back-on-track-2014-11

I have no clue why these cicles are grouped like they are, but I do know it is about robotics

http://on.bcg.com/1zUpFuJ

The state of the Brazilian economy…

http://blogs.ft.com/beyond-brics/2014/11/24/brazils-consumers-gloomier-than-before/

What has gone right and what has gone wrong

http://online.wsj.com/articles/what-big-economies-got-right-or-wrong-after-crisis-1416786759

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 Do not quote unless specifically cleared beforehand!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.