Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Category Archives: MACRO

Turkey’s currency crisis – what you should know

August 16, 2018by jsblokland Leave a comment

The Turkish lira has taken a heavy pounding recently as investors have started to doubt the country’s creditworthiness and economic outlook. At the time of writing, the value of the […]

Read Article →
MACRO

When will China’s economy start to slow?

April 19, 2018by jsblokland Leave a comment

China reported a 6.8% year-on-year economic growth number for the first quarter. Again, the lack of volatility in the GDP data was striking. As the chart below reveals, economic growth […]

Read Article →
MACRO

Fed Review – Powell squeezes in one more

March 22, 2018by jsblokland Leave a comment

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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Is inflation finally coming?

March 13, 2018by jsblokland Leave a comment

The average unemployment rate in OECD countries has fallen to a historical low of 5.16%. And yet inflation has failed to reach the levels targeted by central banks. As a […]

Read Article →
MACRO

The Void?

March 2, 2018by jsblokland Leave a comment

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 […]

Read Article →
BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Federal Reserved

December 14, 2017by jsblokland Leave a comment

Last Thursday, the Federal Reserve lifted its target rate with another 25 basis points. Not like anybody cared, as the rate hike was signaled well in advance. More importantly, the […]

Read Article →
MACRO

Jackson Hole and Charts

August 25, 2017by jsblokland Leave a comment

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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Productivity Puzzle Solved: Central Banks, Again!

July 21, 2017by jsblokland 2 Comments

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 […]

Read Article →
MACRO

The Week in Charts – Week 16

April 21, 2017by jsblokland Leave a comment

Some of the major events in financials markets this week shown in charts.

Read Article →
FINANCIAL MARKETS, MACRO

The week in charts – Week 13

March 31, 2017by jsblokland Leave a comment

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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Post navigation

← Previous 1 2 3 … 13 Next →

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Snookered
  • Revenge of the old economy
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

asset allocation Bank of Japan Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Draghi ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets TACTICAL ASSET ALLOCATION unemployment USD Valuation VIX Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • I am shocked! 42% of the #Inflation poll expect inflation to be 7% in July 2023. My guess is that it will be signi… twitter.com/i/web/status/1… 58 minutes ago
  • US 10-YEAR TREASURY #YIELD BACK BELOW 3%! (I like it) https://t.co/AbJuKGIpbv 2 hours ago
  • The impact of war! #Germany's number of unemployed spiked massively in May as Ukraine refugees looking for work wer… twitter.com/i/web/status/1… 7 hours ago
  • RT @true_insights_: The #Oil - #inflation show! true-insights.net/the-oil-inflat… https://t.co/ce76hd8b2h 9 hours ago
  • ! The Euro Stoxx 50 Index is already heading for a new low https://t.co/LeRkYlm2HC 11 hours ago
  • Even though #Spain's 10% #inflation rate was pretty spectacular, the 0.1% monthly decline in #Germany's #CPI index… twitter.com/i/web/status/1… 14 hours ago
  • RT @true_insights_: Excellent chart @PPGMacro! And ‘no’ we don’t think this time will be different. A decline in bond #yields accompanies a… 14 hours ago
  • #Powell stating that the #FederalReserve can avert a #recession is like a single asset class fund manager saying th… twitter.com/i/web/status/1… 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
  • Follow Following
    • Jeroen Blokland Financial Markets Blog
    • Join 396 other followers
    • Already have a WordPress.com account? Log in now.
    • Jeroen Blokland Financial Markets Blog
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...