The Yieldless Society
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 […]
Tag Archives: QE
Equity v Bond Returns
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 […]
The era of extraordinary monetary policy continues
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 […]
Fed Review – Powell squeezes in one more
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 […]
The Void?
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 […]
Jackson Hole and Charts
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 […]
Calm before the Storm?
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. […]
The week in charts – episode 3
Here’s an overview of some of the most telling financial markets charts of this week.
Dovish Dots, but less stimulus the trend
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 […]
The week in charts – episode 1
This week in financial markets summarized in charts.
Jeroen Blokland Financial Markets Blog 