Very cool chart on the liquidity in credits (high quality corporate bonds)
http://www.bloombergview.com/articles/2015-08-26/it-was-the-worst-of-ideas
The development in spreads of the Eurozone versus the US
I could have made a bet that this one would pop up before long
http://www.businessinsider.com/cost-of-missing-best-days-stock-market-2015-8
A number of charts on guns in the US. This one is pretty clear: more guns lead to more deaths…
http://www.vox.com/2015/8/24/9183525/gun-violence-statistics
No clue how the model works, but here you go…
http://uk.businessinsider.com/albert-edwards-thinks-were-in-a-bear-market-2015-8
Inflation under Kuroda: a temporary blip?
I get the feeling I have shown this one before. My question would have been: what are the lines in there for?
http://uk.businessinsider.com/how-food-prices-impact-inflation-in-different-economies-2015-8
“How exposed are American households to the stock market?”
http://www.economist.com/blogs/freeexchange/2015/08/american-economy
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 Do not quote unless specifically cleared beforehand!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.
