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Is the strength of the US consumer overrated?

November 29, 2019by jsblokland Leave a comment

The US consumer, which represents a bigger share of global GDP than China’s economy, has been the main driver of US GDP growth in recent quarters. Spurred by job and […]

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FINANCIAL MARKETS, MACRO

5 charts (week 47)

November 23, 2019by jsblokland Leave a comment

Singapore electronics exports improve significantly Electronics export growth in Singapore, a bellwether for global earnings per share, improved significantly in October. While year-on-year electronics exports still recorded a double-digit decline […]

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FINANCIAL MARKETS

5 charts

November 9, 2019by jsblokland Leave a comment

Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the […]

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FINANCIAL MARKETS

A missed opportunity

October 28, 2019by jsblokland Leave a comment

Economic growth in the Eurozone has slumped. Germany has even slipped into recession territory and yields are still extremely low, or even negative. Nevertheless, there is a noticeable absence of […]

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MACRO

Is the ‘great rotation’ upon us?

September 16, 2019by jsblokland Leave a comment

Stock markets have been fairly quiet in recent days, moving higher most of the time. But underneath, a spectacular rotation has been going on. Value stocks – which have lagged […]

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EQUITIES, TACTICAL ASSET ALLOCATION

The Yieldless Society

July 1, 2019by jsblokland Leave a comment

Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]

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BONDS, FINANCIAL MARKETS

China’s growing presence in financial markets

May 24, 2019by jsblokland Leave a comment

China is well on its way to becoming the world’s largest economy. While this in itself is not news, the focus on China’s path to that economic super status often […]

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Uncategorized

Where is the decline?

May 6, 2019by jsblokland Leave a comment

The chart above, created by JP Morgan, shows the calendar year returns on the S&P 500 Index and the intra-year drops that occurred during those years. This reveals an interesting […]

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EQUITIES, TACTICAL ASSET ALLOCATION

Equity v Bond Returns

April 29, 2019by jsblokland Leave a comment

Charts showing massive divergence are interesting to look at most of the time. And the ‘gap’ chart between US equity and bond returns is no exception. Since the start of […]

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BONDS, EQUITIES, TACTICAL ASSET ALLOCATION

The IMF’s ‘remarkable’ track record

April 12, 2019by jsblokland Leave a comment

Forecasting recessions is hard. Just ask the IMF. The chart below, based on the work of Andrew Bridgen, chief economist at London-based Fathom Consulting, shows that the IMF has only […]

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MACRO

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Twitter (@jsblokland)

  • I am shocked! 42% of the #Inflation poll expect inflation to be 7% in July 2023. My guess is that it will be signi… twitter.com/i/web/status/1… 48 minutes ago
  • US 10-YEAR TREASURY #YIELD BACK BELOW 3%! (I like it) https://t.co/AbJuKGIpbv 2 hours ago
  • The impact of war! #Germany's number of unemployed spiked massively in May as Ukraine refugees looking for work wer… twitter.com/i/web/status/1… 6 hours ago
  • RT @true_insights_: The #Oil - #inflation show! true-insights.net/the-oil-inflat… https://t.co/ce76hd8b2h 9 hours ago
  • ! The Euro Stoxx 50 Index is already heading for a new low https://t.co/LeRkYlm2HC 10 hours ago
  • Even though #Spain's 10% #inflation rate was pretty spectacular, the 0.1% monthly decline in #Germany's #CPI index… twitter.com/i/web/status/1… 13 hours ago
  • RT @true_insights_: Excellent chart @PPGMacro! And ‘no’ we don’t think this time will be different. A decline in bond #yields accompanies a… 14 hours ago
  • #Powell stating that the #FederalReserve can avert a #recession is like a single asset class fund manager saying th… twitter.com/i/web/status/1… 1 day ago
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