Groei van de wereldeconomie: Finland doet ‘t even wat minder

The state of the world. The blacker, the better.

http://uk.businessinsider.com/global-gdp-growth-is-still-sluggish-2015-6

 

Productivity growth around the world

http://ftalphaville.ft.com/2015/06/02/2130929/stretch-then-relax/

 

Here’s a chart I haven’t seen in a long time: PE to growth ratio. And it looks ominous…

http://www.bloomberg.com/news/articles/2015-06-01/peter-lynch-secret-to-finding-value-discovers-little-in-s-p-500

 

Bernanke is blogging again. On monetary policy an inequality this time

http://www.brookings.edu/blogs/ben-bernanke/posts/2015/06/01-monetary-policy-and-inequality?rssid=Ben+Bernanke

 

And here is some more on that subject…

http://www.brookings.edu/research/papers/2015/06/01-impact-of-fed-on-inequality-during-great-recession-bivens?rssid=LatestFromBrookings#recent_rr/

 

I admit I haven’t read this one: “When Should Public Debt Be Reduced?”A radical solution for high debt is to do nothing at all…

http://www.imf.org/external/pubs/cat/longres.aspx?sk=42931.0

http://www.reuters.com/article/2015/06/02/us-imf-debt-idUSKBN0OI28U20150602?feedType=RSS&feedName=businessNews&rpc=69

 

A bit of reading on the success of risk parity

https://www.aqr.com/cliffs-perspective/risk-parity-is-even-better-than-we-thought

 

Interesting chart on potential wage pressures

http://uk.businessinsider.com/beige-book-wage-pressure-2015-6

 

Some thoughts by the Fed on macroprudential policy…

http://www.frbsf.org/economic-research/publications/economic-letter/2015/june/macroprudential-policy-in-a-microprudential-world/

 

Not very earth shattering, but here you go

http://www.economist.com/blogs/graphicdetail/2015/06/daily-chart-1

 

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.