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Tag Archives: QE

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 […]

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BONDS, FINANCIAL MARKETS

Equity v Bond Returns

April 29, 2019by jsblokland Leave a comment

Charts showing massive divergence are interesting to look at most of the time. And the ‘gap’ chart between US equity and bond returns is no exception. Since the start of […]

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BONDS, EQUITIES, TACTICAL ASSET ALLOCATION

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 […]

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BONDS, MACRO

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 […]

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FINANCIAL MARKETS, MACRO

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 […]

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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 […]

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FINANCIAL MARKETS, MACRO

Calm before the Storm?

July 31, 2017by jsblokland Leave a comment

Markets are unnervingly calm these days. During the last six months, the realized volatility of the S&P 500 Index fell to the lowest level in more than half a century. […]

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EQUITIES, FINANCIAL MARKETS

The week in charts – episode 3

March 24, 2017by jsblokland Leave a comment

Here’s an overview of some of the most telling financial markets charts of this week.

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FINANCIAL MARKETS, MACRO

Dovish Dots, but less stimulus the trend

March 23, 2017by jsblokland 1 Comment

After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]

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FINANCIAL MARKETS, MACRO

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

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  • Free post! Below is the key chart from our latest Daily Insight on US #inflation. I think we will end up somewhere… twitter.com/i/web/status/1… 1 hour ago
  • Your macro environment in one chart! This is the broadest monetary tightening cycle in history. Chart… twitter.com/i/web/status/1… 4 hours ago
  • US inflation – We want to cheer it but can’t just yet The latest @true_insights_ Daily Insight shows that underlyi… twitter.com/i/web/status/1… 8 hours ago
  • 'Anecdotal evidence' that our world is changing? In the last couple of years, my 'visits' as an investor to ener… twitter.com/i/web/status/1… 9 hours ago
  • Hmm, #Singapore's #GDP unexpectedly declined in Q2. https://t.co/RKfy5l851X 9 hours ago
  • Is there one equity investor who has seen this tweet? By the way, currently the @ClevelandFed expects core… twitter.com/i/web/status/1… 19 hours ago
  • Several tweets state that US core #inflation dropped for the fourth consecutive month. And while that is technicall… twitter.com/i/web/status/1… 23 hours ago
  • Looking at the underlying #inflation data like core sticky prices, the median price increase, and owners' equivalen… twitter.com/i/web/status/1… 23 hours ago
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