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Tag Archives: Earnings

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

Earnings growth is not a prerequisite for higher equity prices

February 26, 2019by jsblokland Leave a comment

With global growth leveling off, investors are more focused than ever on corporate results. These reveal a less rosy picture than in previous years and company expectations are very muted. […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

13 Recession Charts!

February 10, 2016by jsblokland 5 Comments

Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]

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BONDS, EQUITIES, 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 […]

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FINANCIAL MARKETS, MACRO

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