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Tag Archives: ISM

Macro surprise indices: great insights, not so great market predictors

April 4, 2018by jsblokland Leave a comment

Macroeconomic surprise indices have become increasingly popular in recent years. To many investors they matter more than the actual macro-economic numbers, which should make macro surprise indices a useful tool […]

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FINANCIAL MARKETS, MACRO

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

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  • It's relative #valuation that counts! Higher equity risk premium (relative to govt bonds) means higher returns. https://t.co/gi8iu7u7dV 5 hours ago
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