Cool chart on corporate defaults in Emerging countries. Rising, except fo in Latin America
https://www.bondvigilantes.com/blog/2015/05/21/sorting-micro-macro-emerging-markets/
The distribution of GDP per head within all the European countries. Look at UK..
Readable overview article on what the causes may be behind the lower productivity growth
http://www.wsj.com/articles/the-mystery-of-declining-productivity-growth-1431645038
If you want stocks to look cheap, just ‘adjusted’ for inflation
http://www.ritholtz.com/blog/2015/05/stovall-inflation-expensive/
Nice article on rating up- and downgrades. Red is developed, green is emerging.
http://www.voxeu.org/article/sovereign-rating-changes-understanding-asymmetries
The boom in Artificial Intelligence startups…
And here is another boom: in Fintech
http://uk.businessinsider.com/these-2-simple-slides-show-just-how-hot-fintech-is-right-now-2015-5
Very cool overview of almost every living animal on the planet. Red leaves are endangered
One of the costs fintech is not bothered with
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 Do not quote unless specifically cleared beforehand!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.
