Week End Blog – Draghi & OPEC ruin Santa Rally
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? […]
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? […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]