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Tag Archives: Interest rate

Week End Blog – A Swiss Earthquake!

January 16, 2015by jsblokland Leave a comment

This already wasn’t the smoothest of starts of the year, but the Swiss Central Bank decided to make things really interesting. In quite a surprise move (there were some rumors […]

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FINANCIAL MARKETS, MACRO

Has the euro depreciation commenced?

July 10, 2014by jsblokland 1 Comment

For some years now, a big part of the movement of the euro against the US dollar is explained by two factors; the ratio of the size of the balance […]

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FINANCIAL MARKETS, FX

Week End Blog – Deflation?, China and Jobs

April 4, 2014by jsblokland Leave a comment

Just 0.5%. That is the latest inflation level in the Eurozone. But, as temporary factors are believed to have pushed down the inflation rate, the ECB has not taken any […]

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FINANCIAL MARKETS, MACRO

WEEK END BLOG – China, Gold and Bitcoin

March 28, 2014by jsblokland Leave a comment

Although we can be certain that Chinese economic growth will be between 7% and 7.5% this year, the way we get there is very uncertain. Recent macro data have been […]

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FINANCIAL MARKETS

QE by the ECB, a turning point for the euro

March 27, 2014by jsblokland 1 Comment

A major shift in monetary policy could be on the horizon. Yesterday, Bundesbank President Weidmann stated that “a QE program is not out of the question”. Of course that quote […]

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FINANCIAL MARKETS, FX, MACRO

Will the Fed go bankrupt?

March 25, 2014by jsblokland Leave a comment

The simple answer is no. A few years ago, the Fed quietly issued a memorandum in which it stated that any bond losses the agency suffered would be made up […]

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FINANCIAL MARKETS, MACRO

Quick Fact: European and US bond yields remain strongly correlated

August 7, 2013by jsblokland Leave a comment

The Eurozone economy will shrink about 0.5% this year, and grow only 1% at best next year. Inflation will average 0.4% this year and 1.6% in 2014, according to Bloomberg […]

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  • In the Daily Insight, we look at #China's ugly macro data. What are they telling us, and what do they mean for the… twitter.com/i/web/status/1… 4 hours ago
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