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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
A couple of months ago I wrote about the two contradicting factors at work that prevented the USD/EUR from finding direction. This has changed of late. While from a longer […]
Jeroen Blokland Financial Markets Blog 