Macroeconomic surprise indices have become increasingly popular in recent years. To many investors they matter more than the actual macro-economic numbers, which should make macro surprise indices a useful tool […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Bitcoin’s price broke the USD 5000 threshold this week. Since the start of this year, the ‘cryptocurrency’, as some like to call it, has almost quintupled in value. Others like […]
While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]
