Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Category Archives: QUICK FACTS

Inflation! Highest vs Lowest

October 6, 2015by jsblokland 1 Comment

This is a very short blog on inflation. But that won’t ruin the fun, I promise. We all know there’s a shortage of inflation, globally. The lack of rising prices […]

Read Article →
MACRO, QUICK FACTS

Quick Fact: 2014?

January 17, 2014by jsblokland 1 Comment

The last few weeks I have encountered quite some stock market predictions that were based on last year’s performance. Many of them sounded like this; ‘Because 2013 turned out to […]

Read Article →
EQUITIES, QUICK FACTS, TACTICAL ASSET ALLOCATION

Quick Fact: The relationship between GDP growth and Equity Returns

September 13, 2013by jsblokland 1 Comment

The relationship between economic growth and equity returns is much debated. Not so strange if you look at the graph below. From a distance the two certainly look related. Click […]

Read Article →
EQUITIES, FINANCIAL MARKETS, MACRO, QUICK FACTS, TACTICAL ASSET ALLOCATION

Quick Fact: European and US bond yields remain strongly correlated

August 7, 2013by jsblokland Leave a comment

The Eurozone economy will shrink about 0.5% this year, and grow only 1% at best next year. Inflation will average 0.4% this year and 1.6% in 2014, according to Bloomberg […]

Read Article →
BONDS, QUICK FACTS

Quick Fact: China Money Supply and Returns

July 26, 2013by jsblokland Leave a comment

China’s economy is slowing. GDP growth was 7.5% in the second quarter, the least since the global economy collapse early 2009. The deceleration is also visible in monetary factors like […]

Read Article →
EQUITIES, FINANCIAL MARKETS, QUICK FACTS

Post navigation

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)

  • Free post! Below is the key chart from our latest Daily Insight on US #inflation. I think we will end up somewhere… twitter.com/i/web/status/1… 1 hour ago
  • Your macro environment in one chart! This is the broadest monetary tightening cycle in history. Chart… twitter.com/i/web/status/1… 4 hours ago
  • US inflation – We want to cheer it but can’t just yet The latest @true_insights_ Daily Insight shows that underlyi… twitter.com/i/web/status/1… 8 hours ago
  • 'Anecdotal evidence' that our world is changing? In the last couple of years, my 'visits' as an investor to ener… twitter.com/i/web/status/1… 9 hours ago
  • Hmm, #Singapore's #GDP unexpectedly declined in Q2. https://t.co/RKfy5l851X 9 hours ago
  • Is there one equity investor who has seen this tweet? By the way, currently the @ClevelandFed expects core… twitter.com/i/web/status/1… 19 hours ago
  • Several tweets state that US core #inflation dropped for the fourth consecutive month. And while that is technicall… twitter.com/i/web/status/1… 23 hours ago
  • Looking at the underlying #inflation data like core sticky prices, the median price increase, and owners' equivalen… twitter.com/i/web/status/1… 23 hours 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...