Still some way to go before we are in recession territory
http://uk.businessinsider.com/markets-chart-of-the-day-january-15-2015-1
The big news of yesterday: the Swiss central bank abandons the peg with the euro…
http://uk.businessinsider.com/swiss-national-bank-loses-60-billion-francs-2015-1
As for the decision of the Swiss Central Bank, there are certainly going to be ripple effects…
http://www.bloomberg.com/news/2015-01-15/polish-banks-zloty-slump-as-swiss-franc-mortgages-get-expensive.html
My response to that ‘bearish’ chart for equities published earlier this week
http://lukasdaalder.com/2015/01/15/chart-for-the-bears/
The first rate hike is being pushed back into time…
http://www.bespokeinvest.com/thinkbig/2015/1/15/countdown-to-liftoff-getting-longer.html
Capital flows to emerging markets are set to decline another year
http://blogs.ft.com/beyond-brics/2015/01/15/iif-sees-sharp-fall-in-em-flows/
If it hadn’t been for the big 2009 drop, I think the yellow line would have been higher, right?
https://www.bondvigilantes.com/blog/2015/01/15/europe-needs-german-fiscal-stimulus-package-wont-get/
A piece from the IMF with a somewhat weird title: Battling Global Unemployment: Too Soon to Declare Victory
http://blog-imfdirect.imf.org/2015/01/14/battling-global-unemployment-too-soon-to-declare-victory/
US mortgage markets. Buy your houses now!
www.businessinsider.com/freddie-mac-mortgage-rates-jan-15-2015-1
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.
