Good morning. In Dutch, but easy to understand: the gap between risk free rate (dark line) and interest rates charged on mortgages and companies (blue lines). In other words: lowering interest rates does little for the economy
http://www.dnb.nl/binaries/OFS_Voorjaar13_tcm46-289597.pdf
Interesting read on capital requirements for banks
http://economix.blogs.nytimes.com/2013/04/18/the-impact-of-higher-capital-requirements-for-banks/
Bonds Rule! Well, at least they did over the past three years…
http://www.bondvigilantes.com/blog/2013/04/18/2020-hindsight-looking-at-three-year-government-bond-market-returns/
Stocks Rule! Well, as long as the Bull Market continues, of course… 🙂
http://gestaltu.blogspot.nl/2013/04/what-bull-giveth-bear-taketh-away.html
Emerging Markets Rule! Oh no, they don’t…
http://soberlook.com/2013/04/reasons-behind-emerging-markets.html
I published something like this about two months ago, but Barclays has made charts out of it: stocks hitting a new all-time high is not a sell signal, generally
http://www.zerohedge.com/news/2013-04-18/how-do-markets-perform-after-hitting-all-time-highs
Interesting chart showing the US sector performance this year so far….
http://www.bespokeinvest.com/thinkbig/2013/4/18/tech-slips-into-the-red.html
The lost continent is back. With a vengeance…?
http://www.economist.com/blogs/graphicdetail/2013/04/daily-chart-12
And Apple continues to trigger the fantasy. Here is how much market cap was lot in two days into perspective
http://www.zerohedge.com/news/2013-04-18/past-48-hours-aapl-has-lost-more-market-cap-all
“How might carmaking look 20 years from now?” Behind the paywall, but it is special report of The economist this week
http://www.economist.com/news/special-report/21576223-how-might-carmaking-look-20-years-now-road-2033
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Waarom tellen ze de CDS-premie op bij de risk-free rate?
Om de fundingkosten van een bank beter weer te geven.