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The momentum for fiscal stimulus is building

March 11, 2020by jsblokland Leave a comment

US President Trump is calling for a payroll tax relief until after the US elections. Australia just announced a EUR 11 billion package to counter the adverse impact of the […]

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FINANCIAL MARKETS, MACRO

Calm before the Storm?

July 31, 2017by jsblokland Leave a comment

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. […]

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EQUITIES, FINANCIAL MARKETS

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  • It’s the pace of bond #yield increase that is worrying investors. (ht James Wong) https://t.co/7ICKgooJXn 5 hours ago
  • Days when the #NASDAQ falls 2%, while the Dow Jones is up are rare and mostly occurred during one specific period -… twitter.com/i/web/status/1… 8 hours ago
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  • Allocating roughly 1% of your portfolio to #bitcoin implies roughly a doubling of its market cap. Please take into… twitter.com/i/web/status/1… 1 day ago
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  • Markets are slowly starting to price in a #FederalReserve rate hike as early as December. But there is ZERO chance… twitter.com/i/web/status/1… 1 day ago
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