De ‘gezondere’ Amerikaanse huizenmarkt

Good morning. Just in case things get out of hand with Russia: here is what commodity markets will be hit…

http://www.businessinsider.com/chart-of-the-day-russia-commodities-2014-4  

 

Ok, the last couple of reviews of Piketty: the third (or is it fourth) derivative….

http://go.bloomberg.com/market-now/2014/04/21/if-thomas-piketty-is-right-how-come-fortunes-disappear/  

http://climateerinvest.blogspot.nl/2014/04/piketty-til-you-puke-ryan-avent-is-very.html  

http://www.ft.com/intl/cms/s/0/330931dc-c4ca-11e3-8dd4-00144feabdc0.html#axzz2zgCR3CO4  

 

A small reality check on the health of the US housing market. Better, but still not a pretty sight…

http://www.worldpropertychannel.com/north-america-residential-news/negative-equity-homes-realtytrac-us-home-equity-underwater-homes-with-negative-equity-underwater-homes-for-sale-daren-blomquist-8192.php  

 

…and if these numbers are correct (and I have seen figures to show the contrary) here’s another reality check

http://fivethirtyeight.com/features/the-potential-bubble-the-federal-reserve-cares-most-about/  

 

Meanwhile, the Chinese yuan is back where it was a year ago…

http://www.zerohedge.com/news/2014-04-22/hsbc-china-pmi-indicates-4th-month-contraction-yuan-weakens-fresh-14-months-lows  

 

And the US is middle class overtaken by Canada, with Norway and the Netherlands in pursuit… (via @went1955)

http://www.nytimes.com/2014/04/23/upshot/the-american-middle-class-is-no-longer-the-worlds-richest.html?_r=0  

 

Ah well, not for the economist, but being a long distance runner, I could not let this one go (via @nieuwenhuijse)

http://mobile.nytimes.com/2014/04/23/upshot/what-good-marathons-and-bad-investments-have-in-common.html  

 

 

Cool and simple chart on one of the strengths of bitcoin

http://www.businessinsider.com/the-future-of-the-blockchain-2014-4  

 

Ah, the coming of a new sequence: how Americans die (obesity) part II!

http://www.zerohedge.com/news/2014-04-22/rise-fatty

 

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.