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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
