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Tag Archives: BoJ

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 […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Negative Yields – A Flight to Safes!

June 16, 2016by jsblokland Leave a comment

Here’s a quick blog devoted to everything that is going on in the bond markets right now. As you must have noticed, bond yields are collapsing around the globe. Again! […]

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BONDS, FINANCIAL MARKETS

Week End Blog – Drowning in Negativity

June 10, 2016by jsblokland Leave a comment

Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Panda Power!

April 15, 2016by jsblokland Leave a comment

China is leading markets once again. But, different from the start of the year, this time it’s not guiding markets down. Peace and quiet on the CNY front and improving […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Zero is NOT the Lower Bound!

October 30, 2015by jsblokland Leave a comment

Zero is not the lower bound! The graph below shows this was already the case, but this week the ECB and Sweden’s Riksbank hinted at even lower rates going forward. […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Politicians to the Rescue?

February 13, 2015by jsblokland Leave a comment

Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Central Bank Surprises!

October 31, 2014by jsblokland Leave a comment

This was a week full of surprises, most of them delivered by central banks. And the best one was saved for last. In a truly surprising move, the Bank of […]

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FINANCIAL MARKETS, MACRO

The Effect of QE on Interest Rates, Equity Returns and GDP Growth

August 13, 2014by jsblokland 3 Comments

‘QE is useless!’ Phrases like that have made the headlines on more than one occasion. Many agree that Quantitative Easing, the monetary bazooka used by most central banks to overcome […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

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  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 28 minutes ago
  • This is an exciting set-up for tomorrow's #FOMC meeting. Markets increasingly focused on a hiking pause, which hist… twitter.com/i/web/status/1… 5 hours ago
  • A massive miss in December German retail sales, which fell a whopping 5.3% (against a 0.2% decline expected). While… twitter.com/i/web/status/1… 7 hours ago
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