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Tag Archives: wages

Revenge of the old economy

February 13, 2021by jsblokland Leave a comment

Prices in the real economy are lagging far behind prices on the financial markets. But with a historic amount of stimulus, focused increasingly on an ‘old school’ recovery, a catchup […]

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FINANCIAL MARKETS

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

8 Charts to Show Inflation is not Dead!

November 20, 2015by jsblokland 1 Comment

Commodities are hitting new lows almost every day. Copper, nickel, oil, they have all gone down the drain. The obvious result: lowflation! In the last couple of years a major […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Record Highs & Record Lows

March 13, 2015by jsblokland Leave a comment

This week we got to see more amazing stuff in the European bond markets. The ECB started its massive QE program on Monday, and that didn’t stay unnoticed. Several research […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Tumbling Stocks, Growth Spikes and Yield Reversals

August 1, 2014by jsblokland 1 Comment

Coincidence or credible warning signal? Whatever it was, the fact is that high yield bonds sold off way before equities got crushed this week. This week is no done yet, […]

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FINANCIAL MARKETS, MACRO

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Twitter (@jsblokland)

  • Many investors/economists forgot about the strong January seasonality in #Spain's #inflation data. Core #CPI declin… twitter.com/i/web/status/1… 4 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… 9 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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