I was wondering when this chart would start to show up…
The one market that seems to have been unphased in the recent sell-off: credits
www.bondvigilantes.com/blog/2014/10/17/drifting-apart-decoupling-usd-eur-credit-spreads/
Now here’s a twist… “Japan firms want government action if yen weakens: Reuters poll”
http://www.reuters.com/article/2014/10/20/us-japan-companies-idUSKCN0I902L20141020
Best of last week. No kidding.
http://lukasdaalder.com/2014/10/17/best-in-economics-this-week-october-17/
Liquidity injections by the various central banks
http://ftalphaville.ft.com/2014/10/17/2011852/it-takes-200bn-per-quarter-to-feed-the-machine/
The Bill Gross effect in High Yield bonds?
Lower oil prices
http://soberlook.com/2014/10/the-good-bad-and-ugly-of-falling-energy.html
The way Keynes invested (wll, the first 25 years of this chart)
http://www.voxeu.org/article/keynes-asset-management-king-s-college-1921-1946
In case you wondered: “How Are Economic Inequality & Growth Connected?”
http://www.ritholtz.com/blog/2014/10/economic-inequality-growth/
It continues to be a clear change in trend: labour productivity no longer automatically translates into income growth
http://assets1b.milkeninstitute.org/assets/Publication/MIReview/PDF/16-29-MR64.pdf
Some thoughts and charts on Ebola by Goldman
http://www.businessinsider.com/goldman-sachs-on-ebola-2014-10
Some fears on the possible return of deflation
http://blogs.wsj.com/washwire/2014/10/16/5-reasons-to-worry-about-deflation/
I think this is the last inequality piece I am going to show, this month…
http://www.vox.com/2014/9/24/6837959/ceo-pay-ratio-us-vs-global
And this week’s schedule
http://www.calculatedriskblog.com/2014/10/schedule-for-week-of-october-19th.html
A collection of beautiful autumn colours…
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.
