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Category Archives: FINANCIAL MARKETS

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

Revealing the relationship between EPS growth and equity returns

June 6, 2013by jsblokland Leave a comment

Valuation-related measures are often lousy instruments for timing the market. But that doesn’t mean they can’t hold interesting information about equity market returns. In the chart below, I have plotted […]

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FINANCIAL MARKETS

Potentially Dangerous Graph

May 16, 2013by jsblokland 1 Comment

The graph above is a potentially dangerous one. Until recently the fall of the yen was accompanied by a low, or even a falling Japanese bond yield. This was not […]

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FINANCIAL MARKETS

Spending 8 Days With Bernanke

May 1, 2013by jsblokland Leave a comment

This Wednesday, the FOMC, the Federal Reserve’s monetary policy-making body, will get together again to decide upon the appropriate central bank policy. The FOMC uses financial instruments to achieve its […]

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EQUITIES, FINANCIAL MARKETS, MACRO

SUBmerging Markets?

April 11, 2013by jsblokland Leave a comment

Emerging markets experienced a dreadful start of the year. Measured in local currency, emerging stocks lagged their developed counterparts by more than 10%. Many country-specific reasons can be put forward […]

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FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

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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  • Is #bitcoin the most crowded trade? Global Fund Managers believe so. https://t.co/M5CmMZjkeK 9 hours ago
  • Core #inflation in Germany and the US... https://t.co/yWadiIw3MN 9 hours ago
  • #Ethereum has reached a new all-time high against the #USD as well. https://t.co/SYIlXYbZbG 17 hours ago
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