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Tag Archives: GDP

Week End Blog – Zero is NOT the Lower Bound!

October 30, 2015by jsblokland Leave a comment

Zero is not the lower bound! The graph below shows this was already the case, but this week the ECB and Sweden’s Riksbank hinted at even lower rates going forward. […]

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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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – China Rules!

August 28, 2015by jsblokland Leave a comment

How to start this Week End Blog? The picture below seems appropriate. After an already ugly end of last week, bears rushed back from the weekend to demonstrate their willingness […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Emerging Market Meltdown!

July 31, 2015by jsblokland Leave a comment

Forget about Greece, emerging markets are the latest recipe for market turmoil. Especially China, where the economy looks to be in worse shape than anticipated, is causing quite a few […]

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FINANCIAL MARKETS, MACRO

Week End Blog – GRESCUE & CHINA MADNESS

July 10, 2015by jsblokland Leave a comment

Never, never a dull moment in Europe. As Grexit would be upon us, at least predicted by most economists, investment brokers and other ‘gurus’, Greece handed in yet another bail […]

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FINANCIAL MARKETS, MACRO

Week End Blog – A Greek Roller Coaster

February 6, 2015by jsblokland Leave a comment

Markets have entered a roller coaster phase, caused by Greece. Things started positive this week with Mr. Varoufakis stating that Greece will no longer pursue a debt write off, but […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Greece falters, but Europe persists

January 30, 2015by jsblokland Leave a comment

This week, markets were made clear that Syriza, the convincing winner of the Greek elections, means business. Syriza has taken a hard stance towards Europe, at least for now, which […]

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FINANCIAL MARKETS, MACRO

Week End Blog – China slowdown, Eurozone resilience and American windfall

October 24, 2014by jsblokland Leave a comment

Welcome to the Week End Blog. This week’s main macro number had to be Chinese GDP growth for Q3. Year-on-year GDP growth came in at 7.3%, slightly above expectations. Yet, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Starring Draghi, Stiglitz and Musk.

October 3, 2014by jsblokland Leave a comment

The Weekend End Blog is back. September was no fun for financial markets. All asset classes, except cash, realized a negative return. Yes, global equities in euros went up, but […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Zero Growth, Zero Yield and Zero Spending

August 15, 2014by jsblokland Leave a comment

Let’s start this Week End Blog on a positive note. Believe me you are going to need it. Geopolitical tensions eased somewhat compared to last week. The ceasefire in Gaza […]

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FINANCIAL MARKETS, MACRO

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  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 48 minutes ago
  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 1 hour 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… 7 hours ago
  • A massive miss in December German retail sales, which fell a whopping 5.3% (against a 0.2% decline expected). While… twitter.com/i/web/status/1… 8 hours ago
  • Many focus on the 0.3% decline in #Spain's month-on-month headline #CPI in January. And, if you lack the whole pict… twitter.com/i/web/status/1… 9 hours ago
  • 'The Truth Behind #Spain's #Inflation Numbers – UGLY' - seasonal factors reveal inflationary pressures very high -… twitter.com/i/web/status/1… 10 hours ago
  • #China's Manufacturing and Non-Manufacturing #PMI spiked to above 50 in January as the reopening takes hold. It wil… twitter.com/i/web/status/1… 14 hours ago
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