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Tag Archives: commodities

Revenge of the old economy

February 13, 2021by jsblokland Leave a comment

Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]

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FINANCIAL MARKETS

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

Week End Blog – Draghi Delusion

December 4, 2015by jsblokland Leave a comment

It had to happen at some point. And last Thursday it became reality. Draghi disappointed markets by lowering the ECB deposit rate by ‘just’ 10 bps and by ‘only’ extending, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Commodity Blues hits Investor Sentiment

November 13, 2015by jsblokland 1 Comment

What started as a friendly week, turned out to be an ugly one, instead. Another leg down in commodity prices triggered investor pessimism, which was reflected in falling equity prices […]

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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

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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
  • Your macro environment in one chart! This is the broadest monetary tightening cycle in history. Chart… twitter.com/i/web/status/1… 5 hours ago
  • US inflation – We want to cheer it but can’t just yet The latest @true_insights_ Daily Insight shows that underlyi… twitter.com/i/web/status/1… 9 hours ago
  • 'Anecdotal evidence' that our world is changing? In the last couple of years, my 'visits' as an investor to ener… twitter.com/i/web/status/1… 10 hours ago
  • Hmm, #Singapore's #GDP unexpectedly declined in Q2. https://t.co/RKfy5l851X 10 hours ago
  • Is there one equity investor who has seen this tweet? By the way, currently the @ClevelandFed expects core… twitter.com/i/web/status/1… 20 hours ago
  • Several tweets state that US core #inflation dropped for the fourth consecutive month. And while that is technicall… twitter.com/i/web/status/1… 1 day ago
  • Looking at the underlying #inflation data like core sticky prices, the median price increase, and owners' equivalen… twitter.com/i/web/status/1… 1 day ago
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