ECB macroeconomic projections: makes me wonder which of them expects inflation to turn positive before the middle of 2015…
http://www.ecb.europa.eu/pub/pdf/other/ecbstaffprojections201503.en.pdf
2015: already the year of the buyback!
http://ftalphaville.ft.com/2015/03/05/2121147/us-equity-market-stat-du-jour/
That does it: I am selling my apple stocks
http://www.economist.com/news/finance-and-economics/21645761-apples-low-price-earnings-ratio-reflects-understandable-scepticism-curse
Interesting chart on the rise of low interest rate corporate bonds
http://ftalphaville.ft.com/2015/03/05/2120927/so-at-what-point-do-we-see-corporate-yields-going-to-zero/
Finally some promising news from Japan!
http://www.economist.com/news/finance-and-economics/21645812-bank-japan-still-far-its-inflation-target-may-matter
Bill Gates into perspective. Well, in some super-rich perspective
http://uk.businessinsider.com/heres-how-the-top-ten-tech-billionaires-compare-to-bill-gates-2015-
Gender gaps in the EU: still not at par…
http://ec.europa.eu/eurostat/documents/2995521/6729998/3-05032015-AP-EN.pdf/f064bb11-e239-4a8c-a40b-72cf34f1ac6f
Ok, so a red flag, leads to higher spending?
http://uk.businessinsider.com/countries-with-the-most-luxury-spending-2015-3
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 Do not quote unless specifically cleared beforehand!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.
