Week End Blog – Central Bank Credibility Issues
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 […]
Tag Archives: nonfarm payrolls
Week End Blog – Draghi Delusion
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, […]
Week End Blog – From Bad to Worst!
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 […]
Week End Blog – Wanted: Easy Monetary Policy
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 […]
Week End Blog – GREFERENDUM!
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 […]
Week End Blog – With Central Banks, (dis)inflation and QE
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 […]
Week End Blog – From Currency War to Oil War
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 […]
Week End Blog – Tumbling Stocks, Growth Spikes and Yield Reversals
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, […]
Week End Blog – Payrolls, more payrolls, PMI’s and June returns
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 […]
Week End Blog – Sell in May, US recovery and Bitcoin
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 […]
