Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: Monetary Policy

The Yieldless Society

July 1, 2019by jsblokland Leave a comment

Central banks worldwide – with the Fed and the ECB at the forefront – are on the brink of implementing their historically rapid policy reversal, yet interest rates are already […]

Read Article →
BONDS, FINANCIAL MARKETS

The era of extraordinary monetary policy continues

April 1, 2019by jsblokland Leave a comment

Few investors anticipated that Federal Reserve Chairman Jerome Powell could sound even more dovish than he has in recent months. But, at the last FOMC meeting, he managed to do […]

Read Article →
BONDS, MACRO

Emerging stocks could make a comeback in 2019

January 15, 2019by jsblokland Leave a comment

2018 wasn’t a pretty year for equity markets in general, and for emerging markets in particular. Global stocks fell 4.1% (in euros), whereas emerging market equities realized a negative return […]

Read Article →
EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Fed Review – Powell squeezes in one more

March 22, 2018by jsblokland Leave a comment

As expected, the Federal Reserve raised its benchmark interest rate again this week. And while its new chairman Jay Powell didn’t mention any major changes in monetary policy from his […]

Read Article →
FINANCIAL MARKETS, MACRO

Are Fed tightening cycles good or bad news for emerging markets? (Part I)

March 20, 2018by jsblokland Leave a comment

Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]

Read Article →
EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

The Void?

March 2, 2018by jsblokland Leave a comment

Just recently, bond investor PIMCO published the chart shown above. It’s one of many charts hitting headlines in recent weeks, revealing that the end of an era of unprecedented monetary […]

Read Article →
BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Jackson Hole and Charts

August 25, 2017by jsblokland Leave a comment

While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]

Read Article →
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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Post navigation

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Is the strength of the US consumer overrated?
  • 5 charts (week 47)
  • 5 charts
  • A missed opportunity
  • Is the ‘great rotation’ upon us?

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

Bank of Japan Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Dow Jones Index Draghi ECB Emerging Markets Equities Equity returns Euro Euro Stoxx Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC France GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets TACTICAL ASSET ALLOCATION unemployment USD Valuation VIX VIX index Volatility Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • More interesting #China #trade data. #Imports from the US rose for the first time since August last year! Up 2.7% Y… twitter.com/i/web/status/1… 19 hours ago
  • #China #exports to the US down a whopping 23% YoY! https://t.co/yr14jLC0vS 19 hours ago
  • Uh-oh! #China’s #exports unexpectedly declined in November. YOY down 1.1%. Manufacturing and export data remains pr… twitter.com/i/web/status/1… 19 hours ago
  • US nonfarm #payrolls rose a whopping 266K in November, the second biggest jobs number this year, pushing down… twitter.com/i/web/status/1… 19 hours ago
  • #Bitcoin is still the best performing ‘asset’ this year. It’s also down almost 50% from its peak in June.… twitter.com/i/web/status/1… 1 day ago
  • Amazing! Just 31 S&P 500 companies, or just over 5% of the total, mentioned #ESG in their Q3 earnings call. ht… twitter.com/i/web/status/1… 1 day ago
  • Industrial production in export-driven counties remains really weak with year-on-year numbers in #Germany and… twitter.com/i/web/status/1… 1 day ago
  • Chart of the day! US wage growth is above the 30-year mortgage rate for the first time since 1972! ht @TheStalwart https://t.co/cTBniOtR1W 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
Cancel