Week End Blog – Central Bank Credibility Issues
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 […]
Tag Archives: ISM
13 Recession Charts!
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 […]
Week End Blog – Limit Downs, PMIs and Fed Anxiety
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 […]
Five charts on the Fed raising interest rates
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 […]
Week End Blog – Euro Style QE
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 […]
Week End Blog – A Greek Roller Coaster
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 […]
Week End Blog – Russia Ru(m)bles, Gold Glooms, but stocks prevail!
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 […]
Week End Blog – Starring Draghi, Stiglitz and Musk.
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 […]
Week End Blog – Starring Mr. Draghi and many others
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 […]
Week End Blog – Geopolitical STRESS!
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 […]
