Jackson Hole and Charts
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 […]
Category Archives: MACRO
Productivity Puzzle Solved: Central Banks, Again!
Productivity growth has dropped to alarmingly low levels. And not just in the US, where the figure has remained below 1% in recent years(!), but also in France and the […]
The Week in Charts – Week 16
Some of the major events in financials markets this week shown in charts.
The week in charts – Week 13
13. Base effects! Eurozone inflation came in significantly lower than expected, mostly due to a bigger than anticipated drop in energy prices. Core inflation fell as well, but this has […]
The week in charts – episode 3
Here’s an overview of some of the most telling financial markets charts of this week.
Dovish Dots, but less stimulus the trend
After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]
The week in charts – episode 2
11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]
The week in charts – episode 1
This week in financial markets summarized in charts.
Monitoring Le Pen!
The French presidential election, or Présidentielle 2017, is comfortably the most important election in Europe this year, also because an Italian election has yet to be called. The leader of […]
Taper Time!
Inflation in the Eurozone spiked to 1.8% in January, the highest level in almost four years! More importantly, 1.8% is also extremely close to the ECB’s inflation target of ‘below, […]
