What your return would have been in the S&P500 since 1983
Pent-up wage deflation. Pretty cool concept, if you ask me…
Still a very interesting picture.
http://www.businessinsider.com/why-biotech-bubbles-arent-importatnt-2014-8
Best of last week. For the late-holiday returners
http://lukasdaalder.com/2014/08/29/best-in-economics-this-week-august-29/
Maybe I have posted this one before, but it has become more relevant again…
http://www.voxeu.org/article/europe-s-russian-connections
Good timing: the IMF reviews the economies of both Norway…
http://www.imf.org/external/pubs/ft/scr/2014/cr14259.pdf
…and Sweden
http://www.imf.org/external/pubs/ft/scr/2014/cr14261.pdf
I am not sure why China is not in this chart: maybe because of the unreliable Mao statistics?
http://blogs.ft.com/beyond-brics/2014/08/29/five-chart-history-of-post-colonial-asia/
Cool chart showing that French labour market is somewhat different from the US and UK…
http://wol.iza.org/articles/how-responsive-is-the-labor-market-to-tax-policy
Interactive overview from the Wall Street Journal on the complicated situation in the Middle East
http://graphics.wsj.com/isis-strange-bedfellows/
And, as ever, the US schedule for the week ahead. Slow starting (labour day on Monday), bit with ISM and payroll
http://www.calculatedriskblog.com/2014/08/schedule-for-week-of-august-31st.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 Do not quote unless specifically cleared beforehand!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.
