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Tag Archives: PMI

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 – Emerging Market Meltdown!

July 31, 2015by jsblokland Leave a comment

Forget about Greece, emerging markets are the latest recipe for market turmoil. Especially China, where the economy looks to be in worse shape than anticipated, is causing quite a few […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Brexit and Painful Reversals

May 8, 2015by jsblokland 1 Comment

This week in two words: Bond Collapse. What started as ‘just’ an impressive rise in interest rates last week, turned into a real bond crash this week. The German 10-year […]

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FINANCIAL MARKETS, MACRO

Six Charts to make you Suspicious of the Chinese Equity Market Rally

December 17, 2014by jsblokland 2 Comments

While equities around the world are getting severely hit this December, one market stubbornly rallies on. For the Chinese stock market lower oil prices, the demolition of Russia, and the […]

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EQUITIES, FINANCIAL MARKETS

Week End Blog – China slowdown, Eurozone resilience and American windfall

October 24, 2014by jsblokland Leave a comment

Welcome to the Week End Blog. This week’s main macro number had to be Chinese GDP growth for Q3. Year-on-year GDP growth came in at 7.3%, slightly above expectations. Yet, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Starring Mr. Draghi and many others

September 5, 2014by jsblokland Leave a comment

Draghi did it again. His words already proved very convincing, but now that the time for action has come, Draghi delivered as well. In what was quite a surprise, the […]

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FINANCIAL MARKETS, MACRO

Week End Blog – High Yield Shivers, Rate Conundrums and Poker Profits

July 25, 2014by jsblokland 3 Comments

It long seemed endless, the powerful rally in high yield bonds. But investors grew more cautious in recent weeks, pushing the prices of high yield bonds down. The positive correlation […]

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BONDS, EQUITIES, 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

Weekend End Blog – The ECB delivers, slowing BRICS and Missing Volatility

June 6, 2014by jsblokland Leave a comment

The ECB monetary policy meeting yesterday was the financial event of the year, so far. As expected the ECB lowered interest rates, including an introduction of a negative deposit facility […]

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FINANCIAL MARKETS, MACRO

Weekend End Blog – Europe, more Europe, Emerging Unrest and Ripple

May 23, 2014by jsblokland 1 Comment

This week, peripheral bonds took center stage. After a massive rally, the market suddenly decided to get rid of them. Spreads widened aggressively, only to revert in the last couple […]

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FINANCIAL MARKETS, MACRO

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  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 1 hour ago
  • US #houseprices fell again and are down each month reported (until November) since July. The cumulative decline is… twitter.com/i/web/status/1… 2 hours 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… 7 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… 9 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… 9 hours ago
  • 'The Truth Behind #Spain's #Inflation Numbers – UGLY' - seasonal factors reveal inflationary pressures very high -… twitter.com/i/web/status/1… 10 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… 14 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 23 hours ago
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