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Tag Archives: Interest Rates

Bond issues

October 5, 2020by jsblokland Leave a comment

What to do about government bonds? The yield on government bonds is historically low, while the risk is high. In the event of rising inflation, they offer little or no buffer. Nevertheless, we shouldn’t ban them completely from multi-asset portfolios just yet.

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BONDS, MACRO, TACTICAL ASSET ALLOCATION

The Yieldless Society

July 1, 2019by jsblokland Leave a comment

Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]

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BONDS, FINANCIAL MARKETS

Have we seen peak EUR?

August 9, 2017by jsblokland Leave a comment

The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]

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FINANCIAL MARKETS, FX

Week End Blog – China’s dilemma, vanishing yields, and stock picker Yellen

July 18, 2014by jsblokland Leave a comment

This week was overshadowed by sad events in the Ukraine and the Middle-East. The phrase of ‘it’s all relative’ comes to mind. The events had their impact on financial markets. […]

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FINANCIAL MARKETS, MACRO

EUR/USD: Major Central Bank Forces at Work

July 29, 2013by jsblokland 1 Comment

Not all that much has happened with the USD/EUR exchange rate in recent years. Yes, there have been some sizeable swings from time to time, but on average the movements […]

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  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 1 hour 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… 8 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? 22 hours ago
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