Italy bigger than France bigger than Germany…
On the depreciating yuan
http://blogs.ft.com/gavyndavies/2015/03/06/is-china-changing-its-exchange-rate-policy/
On that solid jobs report
http://www.economist.com/blogs/freeexchange/2015/03/americas-jobs-report
Fooled by randomness….
http://www.economist.com/blogs/graphicdetail/2015/03/daily-chart-2
Just when you think we are finally moving on, he comes back to haunt us. Piketty that is.
http://www.bankofengland.co.uk/publications/Documents/quarterlybulletin/2015/q1prerelease_1.pdf
An Equity Risk Premium of 12%? Or is this just low Treasury yields…
http://www.newyorkfed.org/research/staff_reports/sr714.pdf
On debt defaults
http://uk.businessinsider.com/a-history-of-sovereign-debt-defaults-2015-3
Hilarious overview of ‘past places to live’. Especially number 17 makes this ranking really reliable…
http://uk.businessinsider.com/the-20-best-places-to-live-overseas-2015-3
Interesting question: “Could Reduced Drilling Also Reduce GDP Growth?“
http://macroblog.typepad.com/macroblog/2015/03/could-reduced-drilling-also-reduce-gdp-growth.html
Wealth, even more wealth
http://www.theguardian.com/business/2015/mar/05/number-ultra-rich-173000-uhnwis-property
The schedules for the week to come!
http://www.calculatedriskblog.com/2015/03/schedule-for-week-of-march-8-2015.html
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 Do not quote unless specifically cleared beforehand!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.
