Midterm Elections – Stock markets tend to go up from here
The US midterm elections are behind us. As expected the Democrats took the House while Republicans hold the Senate. So what happens now? Surely we can’t tell, but if history […]
Category Archives: FINANCIAL MARKETS
Why is the euro not trading at parity with the dollar?
The divergence between the Eurozone and the US is growing. And I’m not just talking about the difference in bond yields. Significant gaps have also developed between equity markets and […]
The biggest bull!
Here’s a quick update on a very insightful graph that was published last month by Visual Capitalist, a digital media brand that uses visualization to make investment themes more accessible. […]
Macro surprise indices: great insights, not so great market predictors
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 […]
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 […]
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 […]
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 […]
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 […]
