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Tag Archives: Japan

Week End Blog – Short Squeeze Japanese Style

April 8, 2016by jsblokland Leave a comment

An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]

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FINANCIAL MARKETS, MACRO

Week End Blog – A Week of Gold & Currencies

November 21, 2014by jsblokland Leave a comment

This week in financial markets was a lot about gold and currencies. In what was considered a sideshow for quite some time, the upcoming Swiss gold referendum suddenly made its […]

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FINANCIAL MARKETS, FX, MACRO

Week End Blog – Zero Growth, Zero Yield and Zero Spending

August 15, 2014by jsblokland Leave a comment

Let’s start this Week End Blog on a positive note. Believe me you are going to need it. Geopolitical tensions eased somewhat compared to last week. The ceasefire in Gaza […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Tumbling Stocks, Growth Spikes and Yield Reversals

August 1, 2014by jsblokland 1 Comment

Coincidence or credible warning signal? Whatever it was, the fact is that high yield bonds sold off way before equities got crushed this week. This week is no done yet, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Sell in May, US recovery and Bitcoin

May 2, 2014by jsblokland 1 Comment

According to the International Comparison Program, hosted by the World Bank, China is soon to take over as the biggest economy in the world. Based on PPP that is, not […]

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FINANCIAL MARKETS, MACRO

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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… 34 minutes 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… 5 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… 7 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… 7 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… 12 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 21 hours ago
  • Beware of the #buybacks! Unless #earnings start to decline of course… (chart via @ISABELNET_SA) https://t.co/X96VN3moMK 21 hours ago
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