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Tag Archives: Yellen

Jackson Hole and Charts

August 25, 2017by jsblokland Leave a comment

While there could be a lack of monetary policy announcements during this year’s Jackson Hole summit – Yellen pretty much confirmed the start of balance sheet unwinding to be September […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Drowning in Negativity

June 10, 2016by jsblokland Leave a comment

Yields are lower. Again! The book on ‘bond madness’ got yet another chapter this week. The German 10-year government bond yield fell below 3 basis points, not surprisingly another record […]

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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

Week End Blog – Limit Downs, PMIs and Fed Anxiety

August 7, 2015by jsblokland Leave a comment

After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]

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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 – US Economy Grinding to a Halt

May 1, 2015by jsblokland Leave a comment

A very ‘compact’ Week End Blog on Labor Day to get your weekend going. Big news out of the US. First quarter GDP growth came in at a ‘whopping’ +0.1%. […]

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FINANCIAL MARKETS, MACRO

Week End Blog – (im)patience & middle fingers

March 20, 2015by jsblokland Leave a comment

“Just because we removed the word ‘patient’ from the statement doesn’t mean we are going to be impatient,” Clever words found by Fed boss Yellen to make sure that investors […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Goodbye Greece, Hello Bond Bubble!

February 27, 2015by jsblokland Leave a comment

It took a while, but Greece no longer dominated all the headlines this week. The Greek government handed in a ‘to-do list’ that was enough for Mr. Dijsselbloem to work […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Yellen to the rescue!

December 19, 2014by jsblokland Leave a comment

 This week started in the same fashion as the last one ended. Greek presidential elections, falling oil prices, and a collapsing ruble dragged equity markets down globally. But, on Wednesday, […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Geopolitical STRESS!

August 8, 2014by jsblokland Leave a comment

There is little to cheer about this week. Geopolitical risk spiked as Russia retaliated with bans on fruit and vegetables from the West, President Obama unexpectedly authorized airstrikes in Iraq […]

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FINANCIAL MARKETS, MACRO

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  • Global reserve currencies since 1450! https://t.co/qnVCqMSeb5 8 hours ago
  • Is #bitcoin the most crowded trade? Global Fund Managers believe so. https://t.co/M5CmMZjkeK 9 hours ago
  • Core #inflation in Germany and the US... https://t.co/yWadiIw3MN 9 hours ago
  • #Ethereum has reached a new all-time high against the #USD as well. https://t.co/SYIlXYbZbG 17 hours ago
  • Boosting the real economy Social benefit payments impact the real economy. We are looking at an old-school recover… twitter.com/i/web/status/1… 18 hours ago
  • #Inflation in #Germany: -0.7%! https://t.co/LOzO6xWfE6 21 hours ago
  • Chart of the day! Just like in December 2017, #bitcoin now tops Bank of America's Global Fund Manager Survey's most… twitter.com/i/web/status/1… 22 hours ago
  • Priced in? A record 92% of Global Fund Managers believe #inflation will rise in the coming 12 months. https://t.co/zKeqnpZUh0 23 hours ago
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