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Tag Archives: USD

The pieces of the puzzle are slowly falling into place for emerging markets

December 14, 2018by jsblokland Leave a comment

Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Are Fed tightening cycles good or bad news for emerging markets? (Part I)

March 20, 2018by jsblokland Leave a comment

Most investors tend to agree that the Federal Reserve is in the midst of a monetary tightening cycle, which will take some time to complete. But when asked about the […]

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EQUITIES, FINANCIAL MARKETS, TACTICAL ASSET ALLOCATION

Have we seen peak EUR?

August 9, 2017by jsblokland Leave a comment

The euro is up 12% against the USD this year. We haven’t seen this kind of euro appreciation for quite some time, as the ECB was the last central bank […]

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FINANCIAL MARKETS, FX

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

Week End Blog – Dovish Dots

March 18, 2016by jsblokland Leave a comment

The Week End Blog is back! And so are central banks. If you thought their toolkit was empty, guess again. The ECB neatly demonstrated that central bankers have become notoriously […]

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FINANCIAL MARKETS, MACRO

For those betting on a stronger USD, the odds are against you!

March 16, 2016by jsblokland Leave a comment

Even after Yellen’s dovish statement and the downward adjustment in the expected ‘appropriate’ interest rate levels visualized by the FOMC ‘dot plot’, the Federal Reserve is the only major central […]

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FX, 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 […]

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FINANCIAL MARKETS, MACRO

Week End Blog – A Week of Gold & Currencies

November 21, 2014by jsblokland Leave a comment

This week in financial markets was a lot about gold and currencies. In what was considered a sideshow for quite some time, the upcoming Swiss gold referendum suddenly made its […]

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FINANCIAL MARKETS, FX, MACRO

How big is Bitcoin? Part I – Bitcoin as a Currency

July 31, 2014by jsblokland 1 Comment

Bitcoin is becoming a regular in the news headlines. And, while a lot of people remain unfamiliar with the digital currency for now, Bitcoin is gaining traction. All this has […]

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FINANCIAL MARKETS

Has the euro depreciation commenced?

July 10, 2014by jsblokland 1 Comment

For some years now, a big part of the movement of the euro against the US dollar is explained by two factors; the ratio of the size of the balance […]

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FINANCIAL MARKETS, FX

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