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Tag Archives: bond yields

Bond issues

October 5, 2020by jsblokland Leave a comment

What to do about government bonds? The yield on government bonds is historically low, while the risk is high. In the event of rising inflation, they offer little or no buffer. Nevertheless, we shouldn’t ban them completely from multi-asset portfolios just yet.

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BONDS, MACRO, TACTICAL ASSET ALLOCATION

5 charts

November 9, 2019by jsblokland Leave a comment

Regime shift US stocks have outperformed their global and emerging counterparts by a mile in the last ten years. But this hasn’t always been the case. For example, in the […]

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FINANCIAL MARKETS

The Yieldless Society

July 1, 2019by jsblokland Leave a comment

Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]

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BONDS, FINANCIAL MARKETS

The era of extraordinary monetary policy continues

April 1, 2019by jsblokland Leave a comment

Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]

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BONDS, 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 […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 2

March 17, 2017by jsblokland 1 Comment

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 […]

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FINANCIAL MARKETS, MACRO

Monitoring Le Pen!

March 9, 2017by jsblokland 1 Comment

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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Short Squeeze Japanese Style

April 8, 2016by jsblokland Leave a comment

An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]

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FINANCIAL MARKETS, MACRO

15 charts that defined 2015 in financial markets

December 29, 2015by jsblokland Leave a comment

Before you start, ‘yes’ there are probably more charts that define 2015 in financial markets. But, at least I tried! 1. Swiss Bond Madness ‘Swissification was born after an admirable, […]

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FINANCIAL MARKETS

Week End Blog – Draghi does it again!

October 23, 2015by jsblokland Leave a comment

Draghi does it again! A headline very appropriate for many financial articles and blogs, including this one. At the press conference, following the decision of the Governing Council of the […]

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FINANCIAL MARKETS, MACRO

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