Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: bond yield

Six Scary Bond Charts!

April 26, 2016by jsblokland Leave a comment

Investing in government bonds made you a lot of money in recent years. US bond yields were pushed down to unimaginably low levels, but the real bond madness happened in […]

Read Article →
BONDS, FINANCIAL MARKETS

Week End Blog – US Economy Grinding to a Halt

May 1, 2015by jsblokland Leave a comment

A very ‘compact’ Week End Blog on Labor Day to get your weekend going. Big news out of the US. First quarter GDP growth came in at a ‘whopping’ +0.1%. […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Volatility, back with a Vengeance!

October 17, 2014by jsblokland Leave a comment

At the beginning of the week The Wall Street Journal sent this graph out into the world. It showed that in recent years the number of days that the S&P […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – With China, Russia and of course… Apple!

September 12, 2014by jsblokland Leave a comment

Lots of China news in the Week End Blog. After a total collapse of new loans in July, aggregate financing strengthened somewhat in August. But, the change that occurred in […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Zero Growth, Zero Yield and Zero Spending

August 15, 2014by jsblokland Leave a comment

Let’s start this Week End Blog on a positive note. Believe me you are going to need it. Geopolitical tensions eased somewhat compared to last week. The ceasefire in Gaza […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Geopolitical STRESS!

August 8, 2014by jsblokland Leave a comment

There is little to cheer about this week. Geopolitical risk spiked as Russia retaliated with bans on fruit and vegetables from the West, President Obama unexpectedly authorized airstrikes in Iraq […]

Read Article →
FINANCIAL MARKETS, MACRO

The Week End Blog – Holy Spirits, Market Turmoil and NAIRU

July 11, 2014by jsblokland Leave a comment

Suddenly, turmoil reached the markets this week. The main cause, Banco Espirito de Sanco, or more accurate, its parent company Espirito Sanco International, which missed a payment on its short […]

Read Article →
FINANCIAL MARKETS, MACRO

Weekend End Blog – Waiting for Draghi, Japanese Tax Effects and Alternative Investments

May 30, 2014by jsblokland Leave a comment

All eyes are on Draghi and the ECB. Clearly, the market is expecting additional measures to be announced next Thursday. And, based on the German 10-year bond yield, which has […]

Read Article →
FINANCIAL MARKETS, MACRO

Weekend End Blog – Europe, more Europe, Emerging Unrest and Ripple

May 23, 2014by jsblokland 1 Comment

This week, peripheral bonds took center stage. After a massive rally, the market suddenly decided to get rid of them. Spreads widened aggressively, only to revert in the last couple […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – ECB policy, global trade, and rich valuations

May 9, 2014by jsblokland Leave a comment

This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]

Read Article →
BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Post navigation

1 2 Next →

Search

CATEGORIES

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

MOST RECENT

  • The average return doesn’t exist (2021 edition)
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle
  • The Great Lockdown Recession

LINKS

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

Tags

asset allocation Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi Earnings 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&P 500 S&P500 S&P 500 index Seasonality Sell in May September spain Stock markets unemployment USD Valuation VIX VIX index Volatility Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • In case you really did miss it. US money supply is growing at a pace of roughly 70%(!) on an annual basis. That is… twitter.com/i/web/status/1… 14 hours ago
  • Is #bitcoin an asset class? 1 day ago
  • Retail traders have left #equities and moved on to #options instead. ht @sentimentrader https://t.co/AEWJo6eFDI 1 day ago
  • #Spain’s long road to a negative 10-year bond #yield! https://t.co/ZSLnb34m8Z 1 day ago
  • Want real #yields? Go to #Japan! https://t.co/aAyJj4uQbI 1 day ago
  • It takes a rise in #yields of just 0.2% to push your return on corporate bonds into negative territory! #duration c… twitter.com/i/web/status/1… 1 day ago
  • The velocity of money in one chart! What if it goes back to levels just before the #COVIDー19 outbreak? https://t.co/Z72W1g6yiO 2 days ago
  • Yieldless... https://t.co/h8eo7dvN0r 2 days ago
Follow @jsblokland

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

Blog at WordPress.com.
Cancel