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Tag Archives: Federal Reserve

The Great Lockdown Recession

April 20, 2020by jsblokland Leave a comment

The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]

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FINANCIAL MARKETS, MACRO

The momentum for fiscal stimulus is building

March 11, 2020by jsblokland Leave a comment

US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of the […]

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FINANCIAL MARKETS, MACRO

The Yieldless Society

July 1, 2019by jsblokland Leave a comment

Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]

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BONDS, FINANCIAL MARKETS

The era of extraordinary monetary policy continues

April 1, 2019by jsblokland Leave a comment

Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]

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BONDS, MACRO

2018 in (tweeted) charts!

December 28, 2018by jsblokland Leave a comment

2018 in (tweeted) charts! This blog aims to give a relatively concise overview of financial markets in 2018 using a selection of charts I tweeted throughout the year. While this […]

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FINANCIAL MARKETS, MACRO

The pieces of the puzzle are slowly falling into place for emerging markets

December 14, 2018by jsblokland Leave a comment

Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Fed Review – Powell squeezes in one more

March 22, 2018by jsblokland Leave a comment

As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]

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FINANCIAL MARKETS, MACRO

Are Fed tightening cycles good or bad news for emerging markets? (Part I)

March 20, 2018by jsblokland Leave a comment

Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

The Void?

March 2, 2018by jsblokland Leave a comment

Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Federal Reserved

December 14, 2017by jsblokland Leave a comment

Last Thursday, the Federal Reserve lifted its target rate with another 25 basis points. Not like anybody cared, as the rate hike was signaled well in advance. More importantly, the […]

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MACRO

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  • Global reserve currencies since 1450! https://t.co/qnVCqMSeb5 8 hours ago
  • Is #bitcoin the most crowded trade? Global Fund Managers believe so. https://t.co/M5CmMZjkeK 9 hours ago
  • Core #inflation in Germany and the US... https://t.co/yWadiIw3MN 9 hours ago
  • #Ethereum has reached a new all-time high against the #USD as well. https://t.co/SYIlXYbZbG 17 hours ago
  • Boosting the real economy Social benefit payments impact the real economy. We are looking at an old-school recover… twitter.com/i/web/status/1… 19 hours ago
  • #Inflation in #Germany: -0.7%! https://t.co/LOzO6xWfE6 21 hours ago
  • Chart of the day! Just like in December 2017, #bitcoin now tops Bank of America's Global Fund Manager Survey's most… twitter.com/i/web/status/1… 23 hours ago
  • Priced in? A record 92% of Global Fund Managers believe #inflation will rise in the coming 12 months. https://t.co/zKeqnpZUh0 23 hours ago
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