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Tag Archives: Inflation

Snookered

March 29, 2021by jsblokland Leave a comment

Did Jerome Powell, Chairman of the Federal Reserve, get himself into a pickle? With bond yields still on the rise, it´s starting to look that way. The markets seem to […]

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BONDS, FINANCIAL MARKETS

Revenge of the old economy

February 13, 2021by jsblokland Leave a comment

Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]

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FINANCIAL MARKETS

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

Is inflation finally coming?

March 13, 2018by jsblokland Leave a comment

The average unemployment rate in OECD countries has fallen to a historical low of 5.16%. And yet inflation has failed to reach the levels targeted by central banks. As a […]

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MACRO

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

The week in charts – Week 13

March 31, 2017by jsblokland Leave a comment

13. Base effects! Eurozone inflation came in significantly lower than expected, mostly due to a bigger than anticipated drop in energy prices. Core inflation fell as well, but this has […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 3

March 24, 2017by jsblokland Leave a comment

Here’s an overview of some of the most telling financial markets charts of this week.

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FINANCIAL MARKETS, MACRO

Dovish Dots, but less stimulus the trend

March 23, 2017by jsblokland 1 Comment

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 […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 2

March 17, 2017by jsblokland 1 Comment

11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 1

March 10, 2017by jsblokland 1 Comment

This week in financial markets summarized in charts.

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FINANCIAL MARKETS, MACRO

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Twitter (@jsblokland)

  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 48 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… 6 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… 7 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… 8 hours ago
  • 'The Truth Behind #Spain's #Inflation Numbers – UGLY' - seasonal factors reveal inflationary pressures very high -… twitter.com/i/web/status/1… 9 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… 13 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 21 hours ago
  • Beware of the #buybacks! Unless #earnings start to decline of course… (chart via @ISABELNET_SA) https://t.co/X96VN3moMK 22 hours ago
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