Market Update (19 januari 2015)

Kredietcrisis

Griekse ‘bank run’ is begonnen en ook belastingen worden niet meer betaald (Express)

Dalende rente drama oude spaarhypotheek (Telegraaf)

Ondanks lage rente blijft Nederland maar sparen (Telegraaf)

Rijkste 1 procent van wereldbevolking heeft in 2016 helft van alle rijkdom (Standaard)

China’s Treasury Holdings Decline as Japan’s Rise to Record (Bloomberg)

BRICS Finance Ministers to meet at WEF summit in Davos (BRICS Post)

Stock Market Crash in China Biggest Since 2009, Rest of World Set to Rally (Sputnik News)

Valutacrisis

SNB decision tells us that the crisis is entering a new phase (Bilbo Economic Outlook)

Bank Losses From Swiss Currency Surprise Seen Mounting (Bloomberg)

Banks Battle Speculation Denmark’s Euro Peg at Risk: Currencies (Bloomberg)

Making Sense of the Swiss Shock (Project Syndicate)

Interview with Mario Draghi, President of the ECB, conducted by Giovanni di Lorenzo (ECB)

Free-spending Russians flock to St Moritz despite ruble crisis (Yahoo)

ECB’s Draghi meets Merkel ahead of crunch meeting (Reuters)

Guest Post: I have a Theory On The Swiss Franc (Bullionstar)

Geopolitiek

New dates for Iran oil conference in London (Tehran Times)

Gorbachev Interview: ‘I Am Truly and Deeply Concerned’ (Spiegel)

BRICS

China to bail out Finland pork industry (BRICS Post)

China home prices fall as trends diverge among cities (Xinhuanet)

Goud

Bundesbank successfully continues transfers of gold (Bundesbank)

Gold Assets in Biggest ETP Surge Most Since 2010 on Haven Buying (Bloomberg)

“De-Dollarization” Deepens: Russia Buys Most Gold In Six Months, Continues Selling US Treasuries (Zero Hedge)

HSBC verwacht toename vraag naar goud vanuit Azië (Hollandgold)

Grafiek/Cartoon van de dag

Beleggers duiken door de stijging van de goudkoers weer op het GLD goud-ETF