The week in charts – Week 13
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 […]
Tag Archives: Inflation
The week in charts – episode 3
Here’s an overview of some of the most telling financial markets charts of this week.
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 […]
The week in charts – episode 2
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 […]
The week in charts – episode 1
This week in financial markets summarized in charts.
Taper Time!
Inflation in the Eurozone spiked to 1.8% in January, the highest level in almost four years! More importantly, 1.8% is also extremely close to the ECB’s inflation target of ‘below, […]
Week End Blog – Drowning in Negativity
Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]
Week End Blog – Central Bank Credibility Issues
After years of rate cutting and bond-buying central bank policies are now being questioned by financial markets. The euro and yen, targeted casualties of these policies, shot up with a […]
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 […]
Inflation is not dead! – Update
Last November, I wrote a short blog arguing that inflation was not dead. In fact, significant parts of the economy showed inflation was on the rise. This was, however, completely […]
