This is what the end of QE looks like in currency markets..
http://www.businessinsider.com/dollar-rallies-after-qe-end-2014-10
Market psychology…
http://theirrelevantinvestor.tumblr.com/post/101200549638/the-stock-market-bottomed-ten-days-ago-it-feels
One of the more important European statistics around: the bank lending survey
https://www.ecb.europa.eu/stats/pdf/blssurvey_201410.pdf?2c94dc05dc5cd40aadb6f077dc320999
Some interesting charts from the IIF on bank lending emerging markets. It does not sound like a bullish story…
http://blogs.ft.com/beyond-brics/2014/10/30/iif-bank-lending-report-adds-to-gloom-over-emerging-markets/
And some more from the ECB stress test
https://www.bondvigilantes.com/blog/2014/10/29/happy-halloween-time-scary-charts/
Morgan Stanley is not too concerned about US margins
http://www.businessinsider.com/ms-why-profit-margins-wont-mean-revert-2014-10
A bit of reading on global imbalances…
http://www.voxeu.org/article/narrowing-global-imbalances
Krugman has some thoughts on Japan. As usual, the further he goes away from US economics, the less interesting his comments are.
http://krugman.blogs.nytimes.com/2014/10/28/notes-on-japan/
Your guide to living longer. Or not.
http://www.ritholtz.com/blog/2014/10/guide-to-longer-living-through-science/
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 Do not quote unless specifically cleared beforehand!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.
