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Tag Archives: Deflation

Week End Blog – Drowning in Negativity

June 10, 2016by jsblokland Leave a comment

Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Central Bank Credibility Issues

May 6, 2016by jsblokland Leave a comment

After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]

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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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Rebounds!

October 9, 2015by jsblokland Leave a comment

Bad news is good news, right? The IMF delivered its semi-annual World Economic Outlook, and like the ones before, the content was mostly negative. GDP growth expectations were adjusted downward […]

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FINANCIAL MARKETS, MACRO

Inflation! Highest vs Lowest

October 6, 2015by jsblokland 1 Comment

This is a very short blog on inflation. But that won’t ruin the fun, I promise. We all know there’s a shortage of inflation, globally. The lack of rising prices […]

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MACRO, QUICK FACTS

Week End Blog – From Bad to Worst!

October 2, 2015by jsblokland Leave a comment

Welcome back to the Week End Blog. During my holiday, things seem to have gone from bad to worst. Especially the situation in emerging markets is worrisome The IMF made […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Politicians at the Gate

February 20, 2015by jsblokland Leave a comment

Welcome to the Week End Blog. The Greek roller coaster has still not reached its end. After Germany rejected a Greek letter asking for a six-month ‘bridging’ period, another Eurogroup […]

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FINANCIAL MARKETS, 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 […]

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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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Russia, again, lower bond yields, again, and GDP growth, again

August 29, 2014by jsblokland Leave a comment

Another week dominated by geopolitical tensions. Equities are up this week, but it feels like this could become a bumpy ride. As in almost every other week this year interest […]

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FINANCIAL MARKETS, MACRO

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  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 53 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
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