Week End Blog – With China, Russia and of course… Apple!
Lots of China news in the Week End Blog. After a total collapse of new loans in July, aggregate financing strengthened somewhat in August. But, the change that occurred in […]
Tag Archives: QE
The Effect of QE on Interest Rates, Equity Returns and GDP Growth
‘QE is useless!’ Phrases like that have made the headlines on more than one occasion. Many agree that Quantitative Easing, the monetary bazooka used by most central banks to overcome […]
Week End Blog – ECB policy, global trade, and rich valuations
This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]
WEEK END BLOG – China, Gold and Bitcoin
Although we can be certain that Chinese economic growth will be between 7% and 7.5% this year, the way we get there is very uncertain. Recent macro data have been […]
Jeroen Blokland Financial Markets Blog 