Jeroen Blokland Financial Markets Blog

Main Menu

Skip to content
  • ABOUT

Tag Archives: Valuation

Valuation puzzle

August 21, 2020by jsblokland Leave a comment

Equities are expensive. It’s difficult to argue against this. But does this also mean that markets will fall sharply? Assuming that there are plenty of other factors that could drag […]

Read Article →
EQUITIES, TACTICAL ASSET ALLOCATION

Why Eurozone stocks have lagged

December 10, 2019by jsblokland Leave a comment

Since the low point for the equity markets during the global financial crisis in 2009, Eurozone equities have lagged their US counterparts by an impressive 300%. Why is this? By […]

Read Article →
EQUITIES, FINANCIAL MARKETS

Rational Exuberance?

November 17, 2017by jsblokland 1 Comment

Here is a ‘surprise’ for you. The number of news stories stating that irrational exuberance is back on the stock markets is growing rapidly. In addition, irrational exuberance was mentioned […]

Read Article →
BONDS, EQUITIES, TACTICAL ASSET ALLOCATION

Week End Blog – OIL!

November 28, 2014by jsblokland Leave a comment

This week was all about oil prices. After a price collapse of over 30% since the middle of June, oil lost another 6% as OPEC decided not to cut production […]

Read Article →
FINANCIAL MARKETS, MACRO

Week End Blog – ECB policy, global trade, and rich valuations

May 9, 2014by jsblokland Leave a comment

This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]

Read Article →
BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Post navigation

Search

CATEGORIES

  • BONDS
  • EQUITIES
  • FINANCIAL MARKETS
  • FX
  • MACRO
  • QUICK FACTS
  • TACTICAL ASSET ALLOCATION
  • Uncategorized

MOST RECENT

  • Snookered
  • Revenge of the old economy
  • 2020 in tweeted charts!
  • Bond issues
  • Valuation puzzle

LINKS

  • Columns IEX
  • Columns Seeking Alpha
  • Fama & French Data
  • MeasuringWorth

Tags

asset allocation Bank of Japan Banks Bitcoin BoJ Bonds bond yield bond yields Brazil Brexit central banks China commodities consumer spending CPI debt Debt-to-GDP Deflation Draghi ECB Emerging Markets Equities Equity returns Euro Eurozone Fed Federal Open Market Committee Federal Reserve Federal Reserve System FOMC GDP gdp growth Gold government bonds Greece Grexit high yield bonds IMF Inflation Interest rate Interest Rates ISM Italy Japan Monetary Policy Money supply negative yields Nikkei nonfarm payrolls oil opec PMI PPI QE Quantitative Easing Recession retail sales Russia S&P500 S&P 500 S&P 500 index Seasonality Sell in May September spain Stock markets TACTICAL ASSET ALLOCATION unemployment USD Valuation VIX Volatility wages Yellen yen

Archive

Subscribe here to receive my Newsletter

Twitter (@jsblokland)

  • Bank of England Chief Sees ‘Apocalyptic’ Risk From Soaring Food Prices (Bloomberg) The UN World Food Price Index s… twitter.com/i/web/status/1… 1 hour ago
  • Markets are not just driven by (traditional) MACRO data. SENTIMENT POLL. At what point would you be willing to buy… twitter.com/i/web/status/1… 10 hours ago
  • #Wheat prices are up nearly 6% in the US and made an all-time high in European trading. #India, the world's 2n-larg… twitter.com/i/web/status/1… 13 hours ago
  • In the Daily Insight, we look at #China's ugly macro data. What are they telling us, and what do they mean for the… twitter.com/i/web/status/1… 20 hours ago
  • Vanavond 19 uur aflevering 2 van GoudKoorts Grachten. Ik praat met @BartBrands1982 over #inflatie, het schaduwbelei… twitter.com/i/web/status/1… 20 hours ago
  • As a follow up on the EU's projection of still positive 2022 #GDP growth should #Russia halt gas supplies: The Ger… twitter.com/i/web/status/1… 22 hours ago
  • EU: Real GDP growth in the EU area is now expected at 2.7% in 2022 In a severe scenario GDP growth, with #Russia c… twitter.com/i/web/status/1… 22 hours ago
  • RT @true_insights_: Hello Monday. For #China, this is 2020 all over again with retail sales collapsing more than 11% on a year-on-year basi… 1 day ago
Follow @jsblokland

Sign up for my newsletter, or contact me at jsblokland1978@gmail.com or Twitter @jsblokland

Blog at WordPress.com.
  • Follow Following
    • Jeroen Blokland Financial Markets Blog
    • Join 395 other followers
    • Already have a WordPress.com account? Log in now.
    • Jeroen Blokland Financial Markets Blog
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...