How far you can get by train in Europe in a day
Buiter: “Secular stagnation: The time for one-armed policy is over”
http://www.voxeu.org/article/secular-stagnation-time-one-armed-policy-over
The end of month effect, the other way?
https://www.bespokepremium.com/think-big-blog/your-friday-night-dinner-party-market-stat/
How to spot fraud, the easy way
http://uk.businessinsider.com/deutsche-banks-use-of-benford-law-to-detect-company-fraud-2015-6
A bit of an update on the oil outages around the world
http://qz.com/421058/oil-traders-love-a-war-especially-the-one-against-us-shale/
A cool chart plotting the differences between men and women in the US. (and yes, the men work more)
http://www.economist.com/blogs/graphicdetail/2015/06/daily-chart-3
A bit on how land is an ingredient for house building
http://www.pieria.co.uk/articles/the_value_of_land
Corporate debt on the rise, but not everywhere
Not completely clear what the difference between these charts are, but they are both looking at debt
http://www.voxeu.org/article/deleveraging-facts-drivers-and-forecasts
Earnings are heading South in the US. Thank goodness jobs are up North though
http://www.economist.com/blogs/freeexchange/2015/06/americas-jobs-market
And the US schedule for the week to come
http://www.calculatedriskblog.com/2015/06/schedule-for-week-of-june-7-2015.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 Do not quote unless specifically cleared beforehand!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.
