Economie

De eekhoornanalyse van de beurs

24-02-2015 11:09

My favorite technical pattern: squirrel on a clown’s shoulder (via @went1955)

dt150223

http://www.ritholtz.com/blog/2015/02/a-rare-technical-analysis-pattern/

 

If you are looking for some historic data on bond yields: look no further!

BAML Italy yields

http://uk.businessinsider.com/european-government-bond-yields-lowest-in-history-borrowing-costs-2015-2

 

Alphaville takes a positive spin on Japan (which has little to do with the graph though)

http://ftalphaville.ft.com/2015/02/23/2119935/is-japan-in-danger-of-a-fiscal-crisis/

 

On how diversified the various stock exchanges in the world really are… (once again from the Credit Suisse report)

http://uk.businessinsider.com/us-stock-market-diversity-2015-2

 

This looks pretty cool with the use of shaded areas, but what if the areas were gone?

The case for inaction on interest rates Washington Center for Equitable Growth

http://www.bradford-delong.com/2015/02/morning-must-look-at-nick-bunker-the-case-for-inaction-on-interest-rates.html

 

Interesting chart from Nomura, on FX debt (whatever that may be)

http://blogs.ft.com/gavyndavies/2015/02/22/the-feds-global-responsibilities/

 

Cool study from the Dutch central bank (in Dutch) on debt and wealth in the world and the Netherlands in particular

http://bit.ly/1FSrGxd (pdf)

 

Job dynamics in the US market

http://www.ritholtz.com/blog/2015/02/the-changing-nature-of-middle-class-jobs/

 

Selling the losers of last year seems to be trend underlying trend in stocks in 2015

best perofming stock exchanges 2015

http://uk.businessinsider.com/russia-stocks-micex-best-performing-2-15-2015-2

 

Some more on the debt in the world

http://www.zerohedge.com/news/2015-02-23/biggest-problem-facing-world-today-9-countries-have-debt-gdp-over-300

 

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!

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