Jeroen Blokland

Jeroen Blokland

Jeroen Blokland
Opinion
September 29, 2025

Chart of the week: valuation issues

Stocks are extremely expensive, so it’s just a matter of time before the markets collapse. The next…
Read more
Jeroen Blokland
Opinion
September 22, 2025

Chart of the week: rethinking

UK inflation is far too high, and the policy rate is far too low. That might sound odd, but if you…
Read more
Jeroen Blokland
Opinion
September 15, 2025

Chart of the week: fresh start

What could hardly be considered a surprise anymore still turned into one. The annual revision of US…
Read more
Jeroen Blokland
Opinion
September 8, 2025

Chart of the week: ‘Les problèmes’

Lovely vacation or not, some things never change. Like the seemingly endless task of filling lunch…
Read more
Jeroen Blokland
Opinion
July 31, 2025

Chart of the week: The Next Catalyst

Now that several major trade deals—however skewed and ambiguous—have been announced, markets are…
Read more
Jeroen Blokland
Opinion
July 28, 2025

Chart of the week: celebration

While many economists were once again forecasting a recession and plenty of so-called market experts…
Read more
Jeroen Blokland
Opinion
July 21, 2025

Chart of the week: a mega regime shift on the horizon?

Developments in public finances are unfolding at such a rapid pace that there’s barely time left to…
Read more
Jeroen Blokland
Opinion
July 14, 2025

Chart of the week: lack of buyers

Each week, I think about which macro figure or market theme to explore in this column. Then, out of…
Read more
Jeroen Blokland
Opinion
July 7, 2025

Chart of the week: one big beautiful lie

It’s done. With the deciding vote cast—no less—by Vice President J.D. Vance, the “One Big Beautiful…
Read more
Jeroen Blokland
Opinion
June 23, 2025

Chart of the week: under control

Under control. No, that title isn’t about Iranian airspace—although, with recent developments, an…
Read more
Jeroen Blokland
Opinion
June 16, 2025

Chart of the week: reality check

European policymakers, economists, and politicians are in desperate need of a reality check—an…
Read more
Jeroen Blokland
Opinion
June 10, 2025

Chart of the week: the ECB is seeing stars

Economists have a knack for elevating seemingly simple assumptions into so-called science—even…
Read more
Jeroen Blokland
Opinion
June 2, 2025

Chart of the week: a real shortfall

Some periodic reports and studies are more informative and enjoyable than others. As far as I’m…
Read more
Jeroen Blokland
Opinion
May 26, 2025

Chart of the week: and then there were nine

Moody’s, the last of the major credit rating agencies to do so, has stripped the United States of…
Read more