Economie

De correlaties nemen weer toe

21-04-2015 18:35

Usually a bad sign: correlations are on the rise again

http://uk.businessinsider.com/imf-correlations-among-asset-classes-have-risen-since-2010-2015-4

 

On what the world could look like, 15 years from now. Or not, of course….

http://www.ritholtz.com/blog/2015/04/worlds-20-largest-economies-in-2030/

 

Ah, a classic: just plot three lines on top of each other and draw some random conclusions

http://www.ritholtz.com/blog/2015/04/generational-lows-lined-up-overlay-also-suggests-risk-of-cyclical-top-in-2015/

 

About that strong jump in Chinese stocks: we have seen it before (and we are not even halfway there)

The Fed has already tightened. Or that is what this chart is supposed to show us…

http://blogs.wsj.com/economics/2015/04/17/the-economy-has-slowed-because-the-fed-has-already-tightened/

 

Asylum seekers

http://www.economist.com/blogs/graphicdetail/2015/04/daily-chart-10

 

Interactive tool showing the water footprint of various food alternatives

http://graphics.latimes.com/food-water-footprint/

 

The impact of oil differs across the various US states

http://www.ritholtz.com/blog/2015/04/plunging-oil-prices-a-boost-for-the-u-s-economy-a-jolt-for-texas/

 

Cool chart on income developments

http://www.washingtonpost.com/blogs/wonkblog/wp/2015/04/20/this-chart-explains-everything-you-need-to-know-about-inequality/

 

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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