Corsica betekent: veel kussen

Be warned: the payroll report is today!

http://uk.businessinsider.com/us-jobs-report-preview-june-2015-7

 

Heading for a new record?

http://www.bloomberg.com/news/articles/2015-06-30/rodney-dangerfield-u-s-recovery-may-end-up-being-longest-ever

 

Not going to Corsica this year…

http://www.washingtonpost.com/blogs/wonkblog/wp/2015/07/01/kissing-friends-on-the-cheek-in-france-is-more-complicated-than-you-think/

 

So much for the underdeveloped countries

http://www.economist.com/blogs/graphicdetail/2015/07/daily-chart

 

Put on your google translate to decipher what this all means!  (via the wife of @hermanb)

http://www.koutipandoras.gr/article/144759/syriza-ta-mme-ehoyn-xegrapsei-kathe-deontologia

 

Interesting Question: how does the US business cycle influence other countries?

http://www.ritholtz.com/blog/2015/07/does-the-united-states-lead-foreign-business-cycles/

 

Some more on that Chinese stock market bubble

http://www.bloomberg.com/news/articles/2015-06-30/hidden-china-stock-debt-revealed-in-online-loans-at-22-interest

 

Now, who could ever be interested in this: “What moves the stock market?”

http://www.voxeu.org/article/sources-stock-market-fluctuations-new-evidence

 

But maybe this is more easy to digest..?

http://uk.businessinsider.com/why-stock-prices-crash-2015-7

 

Take a pick…

http://www.ritholtz.com/blog/2015/07/the-greek-referendum-choose-your-poverty/

 

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.