Say, why haven’t they updated this to 2014?? (via @went1955)
http://www.vox.com/xpress/2014/8/15/6003001/economy-gdp-chart-exponential-industrial-revolution
Best of last week. Nice place to start if you are returning from holiday!
http://lukasdaalder.com/2014/08/15/best-in-economics-this-week-august-15/
The must-read that was published this weekend:”Secular stagnation: facts, causes and cures”
http://www.voxeu.org/sites/default/files/Vox_secular_stagnation.pdf
http://www.voxeu.org/article/secular-stagnation-facts-causes-and-cures-new-vox-ebook
Charts on pensions. There are more at the link.
So is this the reason for the strong rally in bonds?
http://online.wsj.com/articles/banks-financial-firms-load-up-on-cheap-debt-1408056946
And on the topic of bonds: Jackson Hole appears to be pretty much random noise…
http://www.zerohedge.com/news/2014-08-15/jackson-hole-preview-do-not-expect-policy-shift
This looks a bit less like random noise though: the relationship between return and Shiller CAPE
I take it Credit Suisse does not think Abenomics is working…
http://www.creditwritedowns.com/2014/08/abenomics-what-could-possibly-go-wrong.html
US earnings were relatively strong, stocks reacted negatively on the reporting days nevertheless.
http://www.bespokeinvest.com/thinkbig/2014/8/15/stocks-down-on-earnings-again.html
What? No Dutch??
http://www.zerohedge.com/news/2014-08-15/most-commonly-spoken-language-your-state
And the schedule for the week to come. No wars, I hope.
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-17th.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.
