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The week in charts – episode 1

March 10, 2017by jsblokland 1 Comment

This week in financial markets summarized in charts.

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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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – ECB & OPEC Non-events

April 22, 2016by jsblokland Leave a comment

I don’t know what to make of this week in financial markets. I guess some major events were on the agenda, but nothing to get really excited about. As expected […]

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FINANCIAL MARKETS, MACRO

15 charts that defined 2015 in financial markets

December 29, 2015by jsblokland Leave a comment

Before you start, ‘yes’ there are probably more charts that define 2015 in financial markets. But, at least I tried! 1. Swiss Bond Madness ‘Swissification was born after an admirable, […]

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FINANCIAL MARKETS

Week End Blog – Draghi & OPEC ruin Santa Rally

December 11, 2015by jsblokland Leave a comment

Did I post that blog on December returns two weeks ago? Arguing that December offered the best average return and lowest risk? Well, that’s working out quite nicely, isn’t it? […]

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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 – Commodity Blues hits Investor Sentiment

November 13, 2015by jsblokland 1 Comment

What started as a friendly week, turned out to be an ugly one, instead. Another leg down in commodity prices triggered investor pessimism, which was reflected in falling equity prices […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Zero is NOT the Lower Bound!

October 30, 2015by jsblokland Leave a comment

Zero is not the lower bound! The graph below shows this was already the case, but this week the ECB and Sweden’s Riksbank hinted at even lower rates going forward. […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Rebounds!

October 9, 2015by jsblokland Leave a comment

Bad news is good news, right? The IMF delivered its semi-annual World Economic Outlook, and like the ones before, the content was mostly negative. GDP growth expectations were adjusted downward […]

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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

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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… 53 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… 6 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… 8 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… 13 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 22 hours ago
  • Beware of the #buybacks! Unless #earnings start to decline of course… (chart via @ISABELNET_SA) https://t.co/X96VN3moMK 22 hours ago
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