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Tag Archives: coronavirus

The momentum for fiscal stimulus is building

March 11, 2020by jsblokland Leave a comment

US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of the […]

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FINANCIAL MARKETS, MACRO

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

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Twitter (@jsblokland)

  • The impact of war! #Germany's number of unemployed spiked massively in May as Ukraine refugees looking for work wer… twitter.com/i/web/status/1… 2 hours ago
  • RT @true_insights_: The #Oil - #inflation show! true-insights.net/the-oil-inflat… https://t.co/ce76hd8b2h 5 hours ago
  • ! The Euro Stoxx 50 Index is already heading for a new low https://t.co/LeRkYlm2HC 6 hours ago
  • Even though #Spain's 10% #inflation rate was pretty spectacular, the 0.1% monthly decline in #Germany's #CPI index… twitter.com/i/web/status/1… 9 hours ago
  • RT @true_insights_: Excellent chart @PPGMacro! And ‘no’ we don’t think this time will be different. A decline in bond #yields accompanies a… 10 hours ago
  • #Powell stating that the #FederalReserve can avert a #recession is like a single asset class fund manager saying th… twitter.com/i/web/status/1… 20 hours ago
  • ICYMI! The US regional manufacturing surveys - which are published before the #ISM manufacturing Index - point to a… twitter.com/i/web/status/1… 21 hours ago
  • The ISM may be below 50 a couple of days from now. @true_insights_ Daily Insight: true-insights.net/the-ism-may-be… https://t.co/LmhQZlGs9O 1 day ago
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