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Tag Archives: ECB

The week in charts – episode 1

March 10, 2017by jsblokland 1 Comment

This week in financial markets summarized in charts.

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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, […]

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BONDS, MACRO

Negative Yields – A Flight to Safes!

June 16, 2016by jsblokland Leave a comment

Here’s a quick blog devoted to everything that is going on in the bond markets right now. As you must have noticed, bond yields are collapsing around the globe. Again! […]

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BONDS, FINANCIAL MARKETS

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 – ECB & OPEC Non-events

April 22, 2016by jsblokland Leave a comment

I don’t know what to make of this week in financial markets. I guess some major events were on the agenda, but nothing to get really excited about. As expected […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Dovish Dots

March 18, 2016by jsblokland Leave a comment

The Week End Blog is back! And so are central banks. If you thought their toolkit was empty, guess again. The ECB neatly demonstrated that central bankers have become notoriously […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Draghi & OPEC ruin Santa Rally

December 11, 2015by jsblokland Leave a comment

Did I post that blog on December returns two weeks ago? Arguing that December offered the best average return and lowest risk? Well, that’s working out quite nicely, isn’t it? […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Draghi Delusion

December 4, 2015by jsblokland Leave a comment

It had to happen at some point. And last Thursday it became reality. Draghi disappointed markets by lowering the ECB deposit rate by ‘just’ 10 bps and by ‘only’ extending, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Commodity Blues hits Investor Sentiment

November 13, 2015by jsblokland 1 Comment

What started as a friendly week, turned out to be an ugly one, instead. Another leg down in commodity prices triggered investor pessimism, which was reflected in falling equity prices […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Zero is NOT the Lower Bound!

October 30, 2015by jsblokland Leave a comment

Zero is not the lower bound! The graph below shows this was already the case, but this week the ECB and Sweden’s Riksbank hinted at even lower rates going forward. […]

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FINANCIAL MARKETS, MACRO

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