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Tag Archives: ECB

Week End Blog – ECB policy, global trade, and rich valuations

May 9, 2014by jsblokland Leave a comment

This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Week End Blog – Deflation?, China and Jobs

April 4, 2014by jsblokland Leave a comment

Just 0.5%. That is the latest inflation level in the Eurozone. But, as temporary factors are believed to have pushed down the inflation rate, the ECB has not taken any […]

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FINANCIAL MARKETS, MACRO

WEEK END BLOG – China, Gold and Bitcoin

March 28, 2014by jsblokland Leave a comment

Although we can be certain that Chinese economic growth will be between 7% and 7.5% this year, the way we get there is very uncertain. Recent macro data have been […]

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FINANCIAL MARKETS

QE by the ECB, a turning point for the euro

March 27, 2014by jsblokland 1 Comment

A major shift in monetary policy could be on the horizon. Yesterday, Bundesbank President Weidmann stated that “a QE program is not out of the question”. Of course that quote […]

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FINANCIAL MARKETS, FX, MACRO

What Is Driving The Euro?

October 31, 2013by jsblokland Leave a comment

A couple of months ago I wrote about the two contradicting factors at work that prevented the USD/EUR from finding direction. This has changed of late. While from a longer […]

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FINANCIAL MARKETS, FX

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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… 42 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
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  • '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
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