Snookered
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 […]
Tag Archives: Inflation
Revenge of the old economy
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 […]
Fed Review – Powell squeezes in one more
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 […]
Is inflation finally coming?
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 […]
Goldilocks Returns…
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 […]
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 […]
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.
Jeroen Blokland Financial Markets Blog 