Fed Review – Powell squeezes in one more
As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]
Author Archives: jsblokland
Are Fed tightening cycles good or bad news for emerging markets? (Part I)
Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]
Is inflation finally coming?
The average unemployment rate in OECD countries has fallen to a historical low of 5.16%. And yet inflation has failed to reach the levels targeted by central banks. As a […]
The Void?
Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]
The Average Return doesn’t exist.
Ask a random stock market ‘guru’ at the beginning of the year what he or she expects what equities will do that year and you will probably get an answer […]
2017 in (tweeted) charts!
Obviously, a ‘2017 in charts’ column is a bit of a cliché. At the same time, many investors suffer from a severe case of calendar-year-thinking and probably can’t get enough […]
Federal Reserved
Last Thursday, the Federal Reserve lifted its target rate with another 25 basis points. Not like anybody cared, as the rate hike was signaled well in advance. More importantly, the […]
Rational Exuberance?
Here is a ‘surprise’ for you. The number of news stories stating that irrational exuberance is back on the stock markets is growing rapidly. In addition, irrational exuberance was mentioned […]
A horrifically good investment strategy
Halloween is behind us. Which offers me the possibility to not talk about dominant central banks, for once. Even though, we now know who the new Fed chair will be […]
Goldilocks Returns…
It’s official, Goldilocks is back on the stock market. At least according to the fund managers that participated in BofA Merrill Lynch’s Global Fund Manager Survey. For the first time […]
