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Is the strength of the US consumer overrated?

November 29, 2019by jsblokland Leave a comment

The US consumer, which represents a bigger share of global GDP than China’s economy, has been the main driver of US GDP growth in recent quarters. Spurred by job and […]

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FINANCIAL MARKETS, MACRO

Is inflation finally coming?

March 13, 2018by jsblokland Leave a comment

The average unemployment rate in OECD countries has fallen to a historical low of 5.16%. And yet inflation has failed to reach the levels targeted by central banks. As a […]

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MACRO

Dovish Dots, but less stimulus the trend

March 23, 2017by jsblokland 1 Comment

After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]

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FINANCIAL MARKETS, MACRO

The week in charts – episode 2

March 17, 2017by jsblokland 1 Comment

11. Mark Rutte’s VVD wins Dutch elections, Wilders’ PVV second In the end, things were much less exiting than the polls made us believe. Rutte became the clear winner obtaining […]

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FINANCIAL MARKETS, MACRO

Five charts on the Fed raising interest rates

July 29, 2015by jsblokland 2 Comments

Over the last 30 years or so, we have seen four major tightening cycles by the Fed. Under what circumstances did the Federal Reserve start raising rates, and how do […]

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BONDS, 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

Week End Blog – Payrolls, more payrolls, PMI’s and June returns

July 4, 2014by jsblokland Leave a comment

This week we reached the end of June, which was friendly for financial markets. All asset classes yielded positive returns, except one. Agricultural commodities prices went down by 2.5%. Gold […]

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FINANCIAL MARKETS, MACRO

Consumer Confidence Explained

March 4, 2014by jsblokland 1 Comment

Last week, German consumer confidence came in at the highest level since January 2007. Confidence among German consumers bottomed shortly after the outbreak of the financial crisis in 2008 and […]

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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… 29 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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