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Tag Archives: Recession

The Great Lockdown Recession

April 20, 2020by jsblokland Leave a comment

The IMF published new estimates for the global economy, which weren’t great – to put it mildly. The coming quarters will be historically poor and the risks will remain thereafter. […]

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FINANCIAL MARKETS, MACRO

2019 in tweeted charts!

December 24, 2019by jsblokland Leave a comment

Below is a relatively concise overview of financial markets in 2019 using a selection of charts I tweeted throughout the year. While this probably aggravates the already pronounced calendar-year thinking […]

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FINANCIAL MARKETS

The Confident Consumer

November 9, 2018by jsblokland Leave a comment

US consumer confidence rose for the fourth consecutive month in October, and has now reached an 18-year high. But while this is certainly an impressive milestone, the sharp increase hasn’t […]

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MACRO

Week End Blog – Panda Power!

April 15, 2016by jsblokland Leave a comment

China is leading markets once again. But, different from the start of the year, this time it’s not guiding markets down. Peace and quiet on the CNY front and improving […]

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FINANCIAL MARKETS, MACRO

13 Recession Charts!

February 10, 2016by jsblokland 5 Comments

Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]

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BONDS, EQUITIES, 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… 23 minutes 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… 1 hour 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… 8 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… 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… 13 hours ago
  • Monetary Policy Poll! Where will the Fed Funds Target Rate peak in this tightening cycle? 22 hours ago
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