Economie

Houdt China dit vol?

11-09-2015 19:47

Hard to believe that this will work…

http://www.economist.com/news/special-report/21663328-booming-middle-class-creating-worlds-most-dynamic-consumer-market-wild-wild

 

The question: “Is the Decline Secular or Cyclical, Workplace Power or Technology-Driven?”

http://www.bradford-delong.com/2015/09/highlighted-inequality-is-central-to-the-productivity-pay-gap.html

 

A nice bit of framing here: extend the chart to 1990 and the picture is far less clear

http://uk.businessinsider.com/stock-market-post-qe-returns-2015-9

 

Still one of the best technology charts out there. Virtual reality is turning into a reality

http://www.gartner.com/newsroom/id/3114217

 

Ok, so the last couple of years have been out of the ordinary. What else is new?

http://uk.businessinsider.com/rich-bernstein-fed-risks-raising-rates-while-growth-is-negative-2015-9

 

Value chains…

http://www.voxeu.org/article/age-global-value-chains

 

2015….

http://qz.com/499262/the-sexist-laws-that-make-work-harder-for-women-in-almost-every-country/

 

Even if these numbers cannot be very reliable, the picture is still a beauty

http://www.economist.com/blogs/graphicdetail/2015/09/daily-chart-crisis-context

 

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 Do not quote unless specifically cleared beforehand!

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