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Tag Archives: central banks

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

The far-reaching effects of central bank policy

February 22, 2019by jsblokland Leave a comment

The impact of central banks should not be underestimated. And I don’t just mean their impact on economic growth and interest rates. Central banks are also a driving force of […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Have we seen peak EUR?

August 9, 2017by jsblokland Leave a comment

The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]

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FINANCIAL MARKETS, FX

Calm before the Storm?

July 31, 2017by jsblokland Leave a comment

Markets are unnervingly calm these days. During the last six months, the realized volatility of the S&P 500 Index fell to the lowest level in more than half a century. […]

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EQUITIES, FINANCIAL MARKETS

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 – Central Bank Credibility Issues

May 6, 2016by jsblokland Leave a comment

After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]

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FINANCIAL MARKETS, MACRO

Six years of Central Bank Dominance in Six Charts.

March 10, 2015by jsblokland 2 Comments

Six years ago, on March 09, we hit the low in stock markets. After five quarters of falling stock prices, the S&P 500 index hit 666 (yes 666), the bottom […]

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BONDS, EQUITIES, FINANCIAL MARKETS

Has the euro depreciation commenced?

July 10, 2014by jsblokland 1 Comment

For some years now, a big part of the movement of the euro against the US dollar is explained by two factors; the ratio of the size of the balance […]

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FINANCIAL MARKETS, FX

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