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Tag Archives: nonfarm payrolls

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

Week End Blog – Draghi Delusion

December 4, 2015by jsblokland Leave a comment

It had to happen at some point. And last Thursday it became reality. Draghi disappointed markets by lowering the ECB deposit rate by ‘just’ 10 bps and by ‘only’ extending, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – From Bad to Worst!

October 2, 2015by jsblokland Leave a comment

Welcome back to the Week End Blog. During my holiday, things seem to have gone from bad to worst. Especially the situation in emerging markets is worrisome The IMF made […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Wanted: Easy Monetary Policy

September 4, 2015by jsblokland Leave a comment

Didn’t you love the military parade in China? Not because of the military ‘gadgets’ that were showcased, but primarily because Chinese markets were closed for a couple of days. Some […]

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FINANCIAL MARKETS, MACRO

Week End Blog – GREFERENDUM!

July 3, 2015by jsblokland Leave a comment

Grexit, Graccident, Grexhaustion, Grimbo, Greferendum, it’s all just Gridiculous! In a desperate attempt to force a deal, I guess, Greek Prime Minister Tsipras called for a referendum, in which the […]

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FINANCIAL MARKETS, MACRO

Week End Blog – With Central Banks, (dis)inflation and QE

January 9, 2015by jsblokland 1 Comment

Another week in which central banks took center stage. Again, it became pretty clear that the performance of equity markets is still heavily impacted by the actions, speeches and ‘internal […]

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FINANCIAL MARKETS, MACRO

Week End Blog – From Currency War to Oil War

December 5, 2014by jsblokland Leave a comment

We already had a currency war, and now a fresh new war seems to have started. After OPEC refrained from a production cut, Saudi Arabia this week offered customers in […]

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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 – Payrolls, more payrolls, PMI’s and June returns

July 4, 2014by jsblokland Leave a comment

This week we reached the end of June, which was friendly for financial markets. All asset classes yielded positive returns, except one. Agricultural commodities prices went down by 2.5%. Gold […]

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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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  • 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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