De dollar is weer bijna bij met de franc

Cool chart on S&P sector weightings through time…

https://www.bespokepremium.com/think-big-blog/sp-500-sector-weightings/

 

…which makes you wonder when US discretionary will be the biggest out there

http://blogs.wsj.com/moneybeat/2015/03/09/the-six-year-bull-market-in-five-charts/

 

A bit of (interesting) history on a period that looks a lot like the current period

http://ftalphaville.ft.com/2015/03/09/2120134/jobs-automation-engels-pause-and-the-limits-of-history/

 

These charts are of all ages: there is always a refinancing issue somewhere in the future…..

http://www.economist.com/blogs/freeexchange/2015/03/china-s-local-government-debt

 

Interesting to see that the Swiss franc is close to surrendering all its gains versus the dollar

http://macro-man.blogspot.nl/2015/03/shhh-dont-look-now.html

 

And whilst on the subject of currencies: bitcoin is now a Chinese currency. Of sorts.

http://qz.com/359679/80-of-bitcoin-is-exchanged-into-and-out-of-chinese-yuan/

 

This looks interesting: real time growth.

http://blogs.ft.com/gavyndavies/2015/03/09/global-growth-report-card-world-activity-steady-as-us-slows/?

 

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 Do not quote unless specifically cleared beforehand!

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