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Category Archives: EQUITIES

Central Bank Balance Sheets and Market Returns

November 7, 2013by jsblokland Leave a comment

A lot has been written about the impact of Quantitative Easing. And while it is arguable whether or not the extraordinary measures taken by central banks have had any significant […]

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EQUITIES, FINANCIAL MARKETS, MACRO

Quick Fact: The relationship between GDP growth and Equity Returns

September 13, 2013by jsblokland 1 Comment

The relationship between economic growth and equity returns is much debated. Not so strange if you look at the graph below. From a distance the two certainly look related. Click […]

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EQUITIES, FINANCIAL MARKETS, MACRO, QUICK FACTS, TACTICAL ASSET ALLOCATION

Will September Hurt Equities?

September 6, 2013by jsblokland Leave a comment

Historically, September has on average not been a good month for equities. A well-known fact, which has been mentioned many times before. But, that does not mean it’s useless to […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Business Confidence And Stock Markets Around The World

August 6, 2013by jsblokland Leave a comment

Another wave of business confidence data (ISM, PMI’s, etc.) has reached the markets of late. As always, there were beats and misses. But over the last couple of months these […]

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EQUITIES, FINANCIAL MARKETS, MACRO

Quick Fact: China Money Supply and Returns

July 26, 2013by jsblokland Leave a comment

China’s economy is slowing. GDP growth was 7.5% in the second quarter, the least since the global economy collapse early 2009. The deceleration is also visible in monetary factors like […]

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EQUITIES, FINANCIAL MARKETS, QUICK FACTS

What the Chinese PPI tells you about the stock market

July 9, 2013by jsblokland Leave a comment

The Chinese producer price index (PPI) came in lower than expected today. The PPI for June measured -2.7% (yoy), which means the PPI has been negative for the last 16 […]

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EQUITIES, FINANCIAL MARKETS

the yen vs Nikkei, does it work?

March 15, 2013by jsblokland Leave a comment

The Nikkei has recently outperformed all of its relevant peers by a fairly wide margin. For example, since the end of October 2012, Japanse equities have returned some 30% more than […]

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EQUITIES, FINANCIAL MARKETS, FX

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