Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: Euro

Why is the euro not trading at parity with the dollar?

October 12, 2018by jsblokland Leave a comment

The divergence between the Eurozone and the US is growing. And I’m not just talking about the difference in bond yields. Significant gaps have also developed between equity markets and […]

Read Article →
FINANCIAL MARKETS, FX

Have we seen peak EUR?

August 9, 2017by jsblokland Leave a comment

The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]

Read Article →
FINANCIAL MARKETS, FX

Monitoring Le Pen!

March 9, 2017by jsblokland 1 Comment

The French presidential election, or Présidentielle 2017, is comfortably the most important election in Europe this year, also because an Italian election has yet to be called. The leader of […]

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 – Wanted: Easy Monetary Policy

September 4, 2015by jsblokland Leave a comment

Didn’t you love the military parade in China? Not because of the military ‘gadgets’ that were showcased, but primarily because Chinese markets were closed for a couple of days. Some […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Brexit and Painful Reversals

May 8, 2015by jsblokland 1 Comment

This week in two words: Bond Collapse. What started as ‘just’ an impressive rise in interest rates last week, turned into a real bond crash this week. The German 10-year […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Record Highs & Record Lows

March 13, 2015by jsblokland Leave a comment

This week we got to see more amazing stuff in the European bond markets. The ECB started its massive QE program on Monday, and that didn’t stay unnoticed. Several research […]

Read Article →
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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!

November 7, 2014by jsblokland Leave a comment

Another hectic week in financial markets is almost behind us, with Russia making the headlines once again. Renewed tensions in the Ukraine, crumbling oil prices and fears of recession resulted […]

Read Article →
EQUITIES, FINANCIAL MARKETS, MACRO, TACTICAL ASSET ALLOCATION

Week End Blog – Starring Mr. Draghi and many others

September 5, 2014by jsblokland Leave a comment

Draghi did it again. His words already proved very convincing, but now that the time for action has come, Draghi delivered as well. In what was quite a surprise, the […]

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

  • The average return doesn’t exist (2021 edition)
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle
  • The Great Lockdown Recession

LINKS

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

Tags

asset allocation Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi Earnings 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&P 500 S&P500 S&P 500 index Seasonality Sell in May September spain Stock markets unemployment USD Valuation VIX VIX index Volatility Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • In case you really did miss it. US money supply is growing at a pace of roughly 70%(!) on an annual basis. That is… twitter.com/i/web/status/1… 15 hours ago
  • Is #bitcoin an asset class? 1 day ago
  • Retail traders have left #equities and moved on to #options instead. ht @sentimentrader https://t.co/AEWJo6eFDI 1 day ago
  • #Spain’s long road to a negative 10-year bond #yield! https://t.co/ZSLnb34m8Z 1 day ago
  • Want real #yields? Go to #Japan! https://t.co/aAyJj4uQbI 1 day ago
  • It takes a rise in #yields of just 0.2% to push your return on corporate bonds into negative territory! #duration c… twitter.com/i/web/status/1… 1 day ago
  • The velocity of money in one chart! What if it goes back to levels just before the #COVIDー19 outbreak? https://t.co/Z72W1g6yiO 2 days ago
  • Yieldless... https://t.co/h8eo7dvN0r 2 days ago
Follow @jsblokland

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

Blog at WordPress.com.
Cancel