Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: consumer spending

Is the strength of the US consumer overrated?

November 29, 2019by jsblokland Leave a comment

The US consumer, which represents a bigger share of global GDP than China’s economy, has been the main driver of US GDP growth in recent quarters. Spurred by job and […]

Read Article →
FINANCIAL MARKETS, MACRO

The Confident Consumer

November 9, 2018by jsblokland Leave a comment

US consumer confidence rose for the fourth consecutive month in October, and has now reached an 18-year high. But while this is certainly an impressive milestone, the sharp increase hasn’t […]

Read Article →
MACRO

Week End Blog – Greece falters, but Europe persists

January 30, 2015by jsblokland Leave a comment

This week, markets were made clear that Syriza, the convincing winner of the Greek elections, means business. Syriza has taken a hard stance towards Europe, at least for now, which […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – China slowdown, Eurozone resilience and American windfall

October 24, 2014by jsblokland Leave a comment

Welcome to the Week End Blog. This week’s main macro number had to be Chinese GDP growth for Q3. Year-on-year GDP growth came in at 7.3%, slightly above expectations. Yet, […]

Read Article →
FINANCIAL MARKETS, MACRO

Consumer Confidence Explained

March 4, 2014by jsblokland 1 Comment

Last week, German consumer confidence came in at the highest level since January 2007. Confidence among German consumers bottomed shortly after the outbreak of the financial crisis in 2008 and […]

Read Article →
MACRO

Post navigation

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Is the strength of the US consumer overrated?
  • 5 charts (week 47)
  • 5 charts
  • A missed opportunity
  • Is the ‘great rotation’ upon us?

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

Bank of Japan Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi ECB Emerging Markets Equities Equity returns Euro Euro Stoxx Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC France GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets TACTICAL ASSET ALLOCATION unemployment USD Valuation VIX VIX index Volatility Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • More interesting #China #trade data. #Imports from the US rose for the first time since August last year! Up 2.7% Y… twitter.com/i/web/status/1… 19 hours ago
  • #China #exports to the US down a whopping 23% YoY! https://t.co/yr14jLC0vS 19 hours ago
  • Uh-oh! #China’s #exports unexpectedly declined in November. YOY down 1.1%. Manufacturing and export data remains pr… twitter.com/i/web/status/1… 19 hours ago
  • US nonfarm #payrolls rose a whopping 266K in November, the second biggest jobs number this year, pushing down… twitter.com/i/web/status/1… 19 hours ago
  • #Bitcoin is still the best performing ‘asset’ this year. It’s also down almost 50% from its peak in June.… twitter.com/i/web/status/1… 1 day ago
  • Amazing! Just 31 S&P 500 companies, or just over 5% of the total, mentioned #ESG in their Q3 earnings call. ht… twitter.com/i/web/status/1… 1 day ago
  • Industrial production in export-driven counties remains really weak with year-on-year numbers in #Germany and… twitter.com/i/web/status/1… 1 day ago
  • Chart of the day! US wage growth is above the 30-year mortgage rate for the first time since 1972! ht @TheStalwart https://t.co/cTBniOtR1W 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
Cancel