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Tag Archives: spain

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 […]

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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 […]

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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 […]

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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 […]

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FINANCIAL MARKETS, MACRO

Weekend End Blog – Waiting for Draghi, Japanese Tax Effects and Alternative Investments

May 30, 2014by jsblokland Leave a comment

All eyes are on Draghi and the ECB. Clearly, the market is expecting additional measures to be announced next Thursday. And, based on the German 10-year bond yield, which has […]

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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… 2 hours ago
  • Your macro environment in one chart! This is the broadest monetary tightening cycle in history. Chart… twitter.com/i/web/status/1… 5 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… 9 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… 10 hours ago
  • Hmm, #Singapore's #GDP unexpectedly declined in Q2. https://t.co/RKfy5l851X 11 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… 21 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… 1 day ago
  • Looking at the underlying #inflation data like core sticky prices, the median price increase, and owners' equivalen… twitter.com/i/web/status/1… 1 day ago
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