Goldilocks Returns…
It’s official, Goldilocks is back on the stock market. At least according to the fund managers that participated in BofA Merrill Lynch’s Global Fund Manager Survey. For the first time […]
Tag Archives: gdp growth
Calm before the Storm?
Markets are unnervingly calm these days. During the last six months, the realized volatility of the S&P 500 Index fell to the lowest level in more than half a century. […]
Dovish Dots, but less stimulus the trend
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 […]
Graph of the week – Chinese Uncertainty
In China, they do things a bit differently. That goes for the Chinese economy as well. During the last two years year-on-year GDP growth ‘fluctuated’ between the 6.7% and 7.0%. […]
Week End Blog – Short Squeeze Japanese Style
An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]
13 Recession Charts!
Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]
Week End Blog – Politicians to the Rescue?
Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]
Week End Blog – With Slow Growth, Oil Scares and Currency Wars
The Euro zone only grew 0.2% in the third quarter, and yet this was a positive surprise. And to make clear just how slow growth has been, that same 0.2% […]
Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!
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 […]
Week End Blog – Central Bank Surprises!
This was a week full of surprises, most of them delivered by central banks. And the best one was saved for last. In a truly surprising move, the Bank of […]
