Some thoughts on the connection between GDP growth and stock market returns
http://econompicdata.blogspot.nl/2015/04/is-there-relationship-between-economy.html
The IMF has looked at investment funds and illiquidity
http://www.imf.org/external/pubs/ft/survey/so/2015/pol040815b.htm
Contrary what the title of the post suggests: this is a pretty boring chart
http://uk.businessinsider.com/chinese-broad-money-growth-is-now-slower-than-the-us-slowdown-2015-4
Can someone spot the pattern?
http://uk.businessinsider.com/markets-charts-of-the-day-april-8-2015-4
Under the heading of Secular Stagnation (from Bruegel)
http://www.bruegel.org/nc/blog/detail/article/1603-secular-stagnation-and-capital-flows/
I missed this one on Robotics: takes 6 minutes to watch and then you are up to speed on the subject (via http://www.oneworld.nl/blog/de-week-tweets/de-week-van-went-tweets-52)
http://video.ft.com/4147651613001/Automation-jobs-and-history/World
In absolute (and relative growth) numbers, Emerging markets will be greying faster than developing markets
http://www.thefinancialist.com/developing-economies-graying-faster/
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 Do not quote unless specifically cleared beforehand!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.
