Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: CPI

The week in charts – Week 13

March 31, 2017by jsblokland Leave a comment

13. Base effects! Eurozone inflation came in significantly lower than expected, mostly due to a bigger than anticipated drop in energy prices. Core inflation fell as well, but this has […]

Read Article →
FINANCIAL MARKETS, MACRO

The week in charts – episode 3

March 24, 2017by jsblokland Leave a comment

Here’s an overview of some of the most telling financial markets charts of this week.

Read Article →
FINANCIAL MARKETS, MACRO

Taper Time!

February 3, 2017by jsblokland Leave a comment

Inflation in the Eurozone spiked to 1.8% in January, the highest level in almost four years! More importantly, 1.8% is also extremely close to the ECB’s inflation target of ‘below, […]

Read Article →
BONDS, MACRO

Inflation is not dead! – Update

February 1, 2016by jsblokland Leave a comment

Last November, I wrote a short blog arguing that inflation was not dead. In fact, significant parts of the economy showed inflation was on the rise. This was, however, completely […]

Read Article →
BONDS, MACRO

8 Charts to Show Inflation is not Dead!

November 20, 2015by jsblokland 1 Comment

Commodities are hitting new lows almost every day. Copper, nickel, oil, they have all gone down the drain. The obvious result: lowflation! In the last couple of years a major […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Draghi does it again!

October 23, 2015by jsblokland Leave a comment

Draghi does it again! A headline very appropriate for many financial articles and blogs, including this one. At the press conference, following the decision of the Governing Council of the […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Central Bank Headline Headaches!

October 16, 2015by jsblokland 1 Comment

I start off this episode of the Week End Blog with a shameless example of self-advertisement. This week I made it to Business Insider’s list of ‘the 128 finance people […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – with Sharks, Fertility Rates, Chinese Gravity , and… Greece

June 26, 2015by jsblokland Leave a comment

Last week I surrendered and dedicated most of my blog to Greece. Perhaps that was under the (unknowingly) naive assumption that Greece would have gone away by now. But, of […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – A Swiss Earthquake!

January 16, 2015by jsblokland Leave a comment

This already wasn’t the smoothest of starts of the year, but the Swiss Central Bank decided to make things really interesting. In quite a surprise move (there were some rumors […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – With Central Banks, (dis)inflation and QE

January 9, 2015by jsblokland 1 Comment

Another week in which central banks took center stage. Again, it became pretty clear that the performance of equity markets is still heavily impacted by the actions, speeches and ‘internal […]

Read Article →
FINANCIAL MARKETS, MACRO

Post navigation

1 2 Next →

Search

CATEGORIES

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

MOST RECENT

  • Snookered
  • Revenge of the old economy
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle

LINKS

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

Tags

asset allocation 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 Draghi ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession 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 Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 46 minutes 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… 7 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… 9 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? 21 hours ago
  • Beware of the #buybacks! Unless #earnings start to decline of course… (chart via @ISABELNET_SA) https://t.co/X96VN3moMK 22 hours ago
Follow @jsblokland

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

Blog at WordPress.com.
  • Follow Following
    • Jeroen Blokland Financial Markets Blog
    • Join 395 other followers
    • Already have a WordPress.com account? Log in now.
    • Jeroen Blokland Financial Markets Blog
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...