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Tag Archives: ISM

Week End Blog – Central Bank Credibility Issues

May 6, 2016by jsblokland Leave a comment

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 […]

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FINANCIAL MARKETS, MACRO

13 Recession Charts!

February 10, 2016by jsblokland 5 Comments

Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Week End Blog – Limit Downs, PMIs and Fed Anxiety

August 7, 2015by jsblokland Leave a comment

After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]

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FINANCIAL MARKETS, MACRO

Five charts on the Fed raising interest rates

July 29, 2015by jsblokland 2 Comments

Over the last 30 years or so, we have seen four major tightening cycles by the Fed. Under what circumstances did the Federal Reserve start raising rates, and how do […]

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BONDS, FINANCIAL MARKETS, MACRO

Week End Blog – Euro Style QE

March 6, 2015by jsblokland Leave a comment

You can think whatever you want, but you have to admit that ECB president Maria Draghi is pretty successful. Even without having spent any QE money (the kick off is […]

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FINANCIAL MARKETS, MACRO, Uncategorized

Week End Blog – A Greek Roller Coaster

February 6, 2015by jsblokland Leave a comment

Markets have entered a roller coaster phase, caused by Greece. Things started positive this week with Mr. Varoufakis stating that Greece will no longer pursue a debt write off, but […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!

November 7, 2014by jsblokland Leave a comment

Another hectic week in financial markets is almost behind us, with Russia making the headlines once again. Renewed tensions in the Ukraine, crumbling oil prices and fears of recession resulted […]

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EQUITIES, FINANCIAL MARKETS, MACRO, TACTICAL ASSET ALLOCATION

Week End Blog – Starring Draghi, Stiglitz and Musk.

October 3, 2014by jsblokland Leave a comment

The Weekend End Blog is back. September was no fun for financial markets. All asset classes, except cash, realized a negative return. Yes, global equities in euros went up, but […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Starring Mr. Draghi and many others

September 5, 2014by jsblokland Leave a comment

Draghi did it again. His words already proved very convincing, but now that the time for action has come, Draghi delivered as well. In what was quite a surprise, the […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Geopolitical STRESS!

August 8, 2014by jsblokland Leave a comment

There is little to cheer about this week. Geopolitical risk spiked as Russia retaliated with bans on fruit and vegetables from the West, President Obama unexpectedly authorized airstrikes in Iraq […]

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FINANCIAL MARKETS, MACRO

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  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 38 minutes ago
  • 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… 7 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… 9 hours ago
  • 'The Truth Behind #Spain's #Inflation Numbers – UGLY' - seasonal factors reveal inflationary pressures very high -… twitter.com/i/web/status/1… 10 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… 14 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 22 hours ago
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