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Tag Archives: Federal Reserve System

Jackson Hole and Charts

August 25, 2017by jsblokland Leave a comment

While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]

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FINANCIAL MARKETS, MACRO

Dovish Dots, but less stimulus the trend

March 23, 2017by jsblokland 1 Comment

After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 2

March 17, 2017by jsblokland 1 Comment

11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]

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FINANCIAL MARKETS, MACRO

Five charts on the Fed raising interest rates

July 29, 2015by jsblokland 2 Comments

Over the last 30 years or so, we have seen four major tightening cycles by the Fed. Under what circumstances did the Federal Reserve start raising rates, and how do […]

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BONDS, FINANCIAL MARKETS, MACRO

Week End Blog – (im)patience & middle fingers

March 20, 2015by jsblokland Leave a comment

“Just because we removed the word ‘patient’ from the statement doesn’t mean we are going to be impatient,” Clever words found by Fed boss Yellen to make sure that investors […]

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FINANCIAL MARKETS, MACRO

Will the Fed go bankrupt?

March 25, 2014by jsblokland Leave a comment

The simple answer is no. A few years ago, the Fed quietly issued a memorandum in which it stated that any bond losses the agency suffered would be made up […]

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FINANCIAL MARKETS, MACRO

Central Bank Balance Sheets and Market Returns

November 7, 2013by jsblokland Leave a comment

A lot has been written about the impact of Quantitative Easing. And while it is arguable whether or not the extraordinary measures taken by central banks have had any significant […]

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EQUITIES, FINANCIAL MARKETS, 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

Quick Fact: European and US bond yields remain strongly correlated

August 7, 2013by jsblokland Leave a comment

The Eurozone economy will shrink about 0.5% this year, and grow only 1% at best next year. Inflation will average 0.4% this year and 1.6% in 2014, according to Bloomberg […]

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BONDS, QUICK FACTS

EUR/USD: Major Central Bank Forces at Work

July 29, 2013by jsblokland 1 Comment

Not all that much has happened with the USD/EUR exchange rate in recent years. Yes, there have been some sizeable swings from time to time, but on average the movements […]

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