Macroeconomic surprise indices have become increasingly popular in recent years. To many investors they matter more than the actual macro-economic numbers, which should make macro surprise indices a useful tool […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
