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Tag Archives: gdp growth

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

It’s too early to get too gloomy about stocks

February 10, 2020by jsblokland Leave a comment

An unexpected and unfortunate outbreak of the coronavirus puts pressure on the sustainability of the increase in global growth momentum. The fact that the uptick in momentum had only just […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Is the strength of the US consumer overrated?

November 29, 2019by jsblokland Leave a comment

The US consumer, which represents a bigger share of global GDP than China’s economy, has been the main driver of US GDP growth in recent quarters. Spurred by job and […]

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FINANCIAL MARKETS, MACRO

5 charts (week 47)

November 23, 2019by jsblokland Leave a comment

Singapore electronics exports improve significantly Electronics export growth in Singapore, a bellwether for global earnings per share, improved significantly in October. While year-on-year electronics exports still recorded a double-digit decline […]

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FINANCIAL MARKETS

A missed opportunity

October 28, 2019by jsblokland Leave a comment

Economic growth in the Eurozone has slumped. Germany has even slipped into recession territory and yields are still extremely low, or even negative. Nevertheless, there is a noticeable absence of […]

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MACRO

The IMF’s ‘remarkable’ track record

April 12, 2019by jsblokland Leave a comment

Forecasting recessions is hard. Just ask the IMF. The chart below, based on the work of Andrew Bridgen, chief economist at London-based Fathom Consulting, shows that the IMF has only […]

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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

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 […]

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FINANCIAL MARKETS, FX

Goldilocks Returns…

October 19, 2017by jsblokland Leave a comment

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 […]

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EQUITIES, FINANCIAL MARKETS

Calm before the Storm?

July 31, 2017by jsblokland Leave a comment

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. […]

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EQUITIES, FINANCIAL MARKETS

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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… 13 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… 5 hours ago
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