Central Bank Balance Sheets and Market Returns
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 […]
Category Archives: EQUITIES
Quick Fact: The relationship between GDP growth and Equity Returns
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 […]
Will September Hurt Equities?
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 […]
Business Confidence And Stock Markets Around The World
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 […]
Quick Fact: China Money Supply and Returns
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 […]
What the Chinese PPI tells you about the stock market
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 […]
the yen vs Nikkei, does it work?
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 […]
Jeroen Blokland Financial Markets Blog 