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Tag Archives: Brazil

Week End Blog – Draghi & OPEC ruin Santa Rally

December 11, 2015by jsblokland Leave a comment

Did I post that blog on December returns two weeks ago? Arguing that December offered the best average return and lowest risk? Well, that’s working out quite nicely, isn’t it? […]

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FINANCIAL MARKETS, MACRO

10 Charts on Emerging Market Corporate Debt!

October 14, 2015by jsblokland Leave a comment

Markets have found a new ‘favorite’ subject to worry about. Corporate debt levels in emerging markets are spooking both economists and investors. Not that this debt burden came out of […]

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BONDS, FINANCIAL MARKETS, MACRO

Week End Blog – Emerging Market Blues

September 11, 2015by jsblokland Leave a comment

It’s not just China anymore! Emerging markets in general have started to dominate the headlines. And while I’m looking really hard for some improvement, the truth is, things still look […]

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FINANCIAL MARKETS, MACRO

Week End Blog – China Wreckage!

August 14, 2015by jsblokland Leave a comment

Well, this has turned out to be quite the week in financial markets. China decided to spice things up a little, as it depreciated the Renminbi. What could (unknowingly) be […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Limit Downs, PMIs and Fed Anxiety

August 7, 2015by jsblokland Leave a comment

After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Emerging Market Meltdown!

July 31, 2015by jsblokland Leave a comment

Forget about Greece, emerging markets are the latest recipe for market turmoil. Especially China, where the economy looks to be in worse shape than anticipated, is causing quite a few […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Commodity Collapse!

July 24, 2015by jsblokland 2 Comments

EUREKA! No Greece in this Week End Blog. But commodities are collapsing. Copper, gold, oil, they are all down. Just a few commodities have seen their prices increase since the […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Bazooka Time!

January 22, 2015by jsblokland Leave a comment

What was already widely expected became reality this week. The ECB announced a program of quantitative easing. And while truly impressive in size, It was also a bit different from […]

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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

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  • 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… 2 hours ago
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