Wat valt u op aan de Chinese markt?

This one comes without a comment. “China’s stock market sure looks like a bubble”

http://www.washingtonpost.com/blogs/wonkblog/wp/2015/03/31/chinas-stock-market-sure-looks-like-a-bubble

 

Reminds me of that Danish movie called happiness..  

http://www.economist.com/blogs/graphicdetail/2015/03/daily-chart-13

 

The federal reserve on the labour market

http://www.frbsf.org/economic-research/publications/economic-letter/2015/march/labor-market-turnover-new-hire-recruitment/

 

A sign that we have reached the top, or just a seasonal pattern? New public offerings market has declined in Q1

http://uk.businessinsider.com/q1-2015-ipo-market-stats-2015-3

 

More capex spending? Some brokers do not agree…

http://uk.businessinsider.com/companies-spending-on-capex-2015-3

 

Some other thoughts on the secular stagnation debate

http://macromarketmusings.blogspot.co.uk/2015/03/ben-bernanke-and-secular-stagnation.html

Didn’t read this, but I should: “Why American companies are borrowing more in euros“

http://ftalphaville.ft.com/2015/03/31/2125458/why-american-companies-are-borrowing-more-in-euros/

 

The Economist on capital crimes (and yes, you will have to click to see the whole picture)

http://www.economist.com/blogs/graphicdetail/2015/04/daily-chart

 

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 Do not quote unless specifically cleared beforehand!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.