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Tag Archives: China

It’s too early to get too gloomy about stocks

February 10, 2020by jsblokland Leave a comment

An unexpected and unfortunate outbreak of the coronavirus puts pressure on the sustainability of the increase in global growth momentum. The fact that the uptick in momentum had only just […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

2019 in tweeted charts!

December 24, 2019by jsblokland Leave a comment

Below is a relatively concise overview of financial markets in 2019 using a selection of charts I tweeted throughout the year. While this probably aggravates the already pronounced calendar-year thinking […]

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FINANCIAL MARKETS

5 charts (week 47)

November 23, 2019by jsblokland Leave a comment

Singapore electronics exports improve significantly Electronics export growth in Singapore, a bellwether for global earnings per share, improved significantly in October. While year-on-year electronics exports still recorded a double-digit decline […]

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FINANCIAL MARKETS

China’s growing presence in financial markets

May 24, 2019by jsblokland Leave a comment

China is well on its way to becoming the world’s largest economy. While this in itself is not news, the focus on China’s path to that economic super status often […]

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Uncategorized

Miniblog – Chinese profits down again

January 28, 2019by jsblokland Leave a comment

Profits of Chinese industrial companies fell 1.9% year on year in December, marking the second consecutive month of earnings decline. For 2018 as a whole, profits rose 10.3%, half the […]

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EQUITIES, FINANCIAL MARKETS

Emerging stocks could make a comeback in 2019

January 15, 2019by jsblokland Leave a comment

2018 wasn’t a pretty year for equity markets in general, and for emerging markets in particular. Global stocks fell 4.1% (in euros), whereas emerging market equities realized a negative return […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

2018 in (tweeted) charts!

December 28, 2018by jsblokland Leave a comment

2018 in (tweeted) charts! This blog aims to give a relatively concise overview of financial markets in 2018 using a selection of charts I tweeted throughout the year. While this […]

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FINANCIAL MARKETS, MACRO

When will China’s economy start to slow?

April 19, 2018by jsblokland Leave a comment

China reported a 6.8% year-on-year economic growth number for the first quarter. Again, the lack of volatility in the GDP data was striking. As the chart below reveals, economic growth […]

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MACRO

The week in charts – episode 1

March 10, 2017by jsblokland 1 Comment

This week in financial markets summarized in charts.

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FINANCIAL MARKETS, MACRO

Graph of the week – Chinese Uncertainty

January 20, 2017by jsblokland 1 Comment

In China, they do things a bit differently. That goes for the Chinese economy as well. During the last two years year-on-year GDP growth ‘fluctuated’ between the 6.7% and 7.0%. […]

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FINANCIAL MARKETS, MACRO

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  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 27 minutes ago
  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 1 hour ago
  • This is an exciting set-up for tomorrow's #FOMC meeting. Markets increasingly focused on a hiking pause, which hist… twitter.com/i/web/status/1… 6 hours ago
  • A massive miss in December German retail sales, which fell a whopping 5.3% (against a 0.2% decline expected). While… twitter.com/i/web/status/1… 8 hours ago
  • Many focus on the 0.3% decline in #Spain's month-on-month headline #CPI in January. And, if you lack the whole pict… twitter.com/i/web/status/1… 8 hours ago
  • 'The Truth Behind #Spain's #Inflation Numbers – UGLY' - seasonal factors reveal inflationary pressures very high -… twitter.com/i/web/status/1… 10 hours ago
  • #China's Manufacturing and Non-Manufacturing #PMI spiked to above 50 in January as the reopening takes hold. It wil… twitter.com/i/web/status/1… 13 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 22 hours ago
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