Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: Russia

Week End Blog – Rebounds!

October 9, 2015by jsblokland Leave a comment

Bad news is good news, right? The IMF delivered its semi-annual World Economic Outlook, and like the ones before, the content was mostly negative. GDP growth expectations were adjusted downward […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Emerging Market Blues

September 11, 2015by jsblokland Leave a comment

It’s not just China anymore! Emerging markets in general have started to dominate the headlines. And while I’m looking really hard for some improvement, the truth is, things still look […]

Read Article →
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 […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Politicians to the Rescue?

February 13, 2015by jsblokland Leave a comment

Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – A Greek Roller Coaster

February 6, 2015by jsblokland Leave a comment

Markets have entered a roller coaster phase, caused by Greece. Things started positive this week with Mr. Varoufakis stating that Greece will no longer pursue a debt write off, but […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Greece falters, but Europe persists

January 30, 2015by jsblokland Leave a comment

This week, markets were made clear that Syriza, the convincing winner of the Greek elections, means business. Syriza has taken a hard stance towards Europe, at least for now, which […]

Read Article →
FINANCIAL MARKETS, MACRO

Five Charts revealing the Losers of Lower Oil Prices

December 30, 2014by jsblokland 1 Comment

Update Jan 7 2015. The price of a barrel of crude oil fell below $48 yesterday. This means the oil price has collapsed 57% since the peak in June of […]

Read Article →
BONDS, EQUITIES, FINANCIAL MARKETS

Week End Blog – Yellen to the rescue!

December 19, 2014by jsblokland Leave a comment

 This week started in the same fashion as the last one ended. Greek presidential elections, falling oil prices, and a collapsing ruble dragged equity markets down globally. But, on Wednesday, […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – Greece, Oil, Ruble, …Stress!

December 12, 2014by jsblokland 1 Comment

It’s always when you least expect it. A phrase that applies perfectly to the sudden crisis in Greece. In a surprise move the government of Greece announced it will bring […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – From Currency War to Oil War

December 5, 2014by jsblokland Leave a comment

We already had a currency war, and now a fresh new war seems to have started. After OPEC refrained from a production cut, Saudi Arabia this week offered customers in […]

Read Article →
FINANCIAL MARKETS, MACRO

Post navigation

1 2 Next →

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Snookered
  • Revenge of the old economy
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

asset allocation Bank of Japan Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Draghi ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets TACTICAL ASSET ALLOCATION unemployment USD Valuation VIX Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 19 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… 9 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
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
  • Follow Following
    • Jeroen Blokland Financial Markets Blog
    • Join 395 other followers
    • Already have a WordPress.com account? Log in now.
    • Jeroen Blokland Financial Markets Blog
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...