Why call it a bubble, right?
https://www.bespokepremium.com/think-big-blog/u-s-losing-share-as-china-hong-kong-gain/
And speaking of bubbles: this is a very cool animation on the Nasdaq roller coaster ride. Watch the PE’s!
http://graphics.wsj.com/3d-nasdaq/
The ECB’s buying program has not lead to the expected further spread compression just yet…
http://www.wsj.com/articles/investors-hunt-bargains-in-european-corporate-bonds-1429033188
Interesting question: “Why risk is hard to measure”
http://www.voxeu.org/article/why-risk-hard-measure
Is this the result of the ultralow interest rates?
http://jpkoning.blogspot.nl/2015/04/plumbing-depths-of-effective-lower-bound.html
European earnings: not as good as some claim them to be…
http://ftalphaville.ft.com/2015/04/24/2127707/charting-european-profits-hope-vs-evidence/
Not much of a surprise, but here you go: men want daughters to be more independent than their wives
More on Greece and the refinancing of the debt
http://uk.businessinsider.com/europe-says-time-is-running-out-for-greece-eurogroup-riga-2015-4
Living on the 98th floor…
http://www.economist.com/blogs/graphicdetail/2015/04/daily-chart-13
Some more on that traditionally weak first quarter
Oh, and let’s not forget about the volcano either… (via @diederickRaven)
http://www.bbc.com/news/world-latin-america-32429214
http://www.reuters.com/news/picture/editors-choice
And this week’s schedule!
http://www.calculatedriskblog.com/2015/04/schedule-for-week-of-april-26-2015.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.