Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

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 […]

Read Article →
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 […]

Read Article →
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 […]

Read Article →
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 […]

Read Article →
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 […]

Read Article →
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 […]

Read Article →
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.

Read Article →
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 […]

Read Article →
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 […]

Read Article →
FINANCIAL MARKETS, MACRO

The week in charts – episode 1

March 10, 2017by jsblokland 1 Comment

This week in financial markets summarized in charts.

Read Article →
FINANCIAL MARKETS, MACRO

Post navigation

1 2 … 5 Next →

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Snookered
  • Revenge of the old economy
  • The average return doesn’t exist (2021 edition)
  • 2020 in tweeted charts!
  • Bond issues

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi Earnings ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets unemployment USD Valuation VIX VIX index Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • What is the best investment for the next 12 months? 13 hours ago
  • BREAKING! US building permits +1,766K (annualized) in March, slightly higher than expected. https://t.co/ruLrzT5e7M 22 hours ago
  • #Turkey bans #bitcoin payments! https://t.co/QVTEctaJkD 1 day ago
  • #Gold is up USD 100, or 6%, from its low at the end of March. https://t.co/gFkxTTliFJ 1 day ago
  • Has #valuation finally become a problem? The US equity risk premium has not been this low since the Great Financial… twitter.com/i/web/status/1… 1 day ago
  • European Union car registrations up 87% YoY in March! #baseeffects https://t.co/RGkKh5kdhO 1 day ago
  • ICYMI! #China's #GDP grew by 18.3% YoY in Q1. ht @acemaxx https://t.co/FgB061Eipm 1 day ago
  • Pretty volatile moves in US bond #yields. Yesterday down more than 10 basis points to as low as 1.53% before recove… twitter.com/i/web/status/1… 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
Cancel

 
Loading Comments...
Comment
    ×