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Jeroen Blokland
Opinion
January 20, 2025
Chart of the week: doom-mongers debunked!
Yes, they’re back again. With rising interest rates firmly on investors’ minds worldwide, the doom…
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Opinion
January 13, 2025
Chart of the week: The Great Debasement
Scarce assets such as gold and bitcoin were among the best-performing investment categories of the…
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Opinion
December 27, 2024
Chart of the week: The average return does not exist
Every year, I look with some amazement at the annual forecasts from the major financial institutions…
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Opinion
December 23, 2024
Chart of the week: China’s broken growth model
The financial media are buzzing with stories about the impact of Donald Trump as president…
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Opinion
December 16, 2024
Chart of the week: sentiment boost
“History doesn’t repeat itself, but it often rhymes.” A cliché in financial markets, but no less…
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Opinion
December 9, 2024
Chart of the week: How a forgotten recession indicator is becoming even more important
Some macroeconomic indicators carry more weight than others. But does this mean investors always pay…
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Opinion
December 2, 2024
Chart of the week: fade the trade
Financial journalists and market experts have a new gimmick: the “Trump trade”. With another four…
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Opinion
November 25, 2024
Chart of the week: questions about inflation
Fed Chair Powell has made no secret of it: he and his colleagues aim to bring interest rates back to…
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Opinion
November 18, 2024
Chart of the week: bitcoin in Wonderland?
Since the news broke that Donald Trump will once again become President of the United States…
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Opinion
November 11, 2024
Chart of the week: Why are stocks so expensive?
I often read that stocks are incredibly expensive and that a significant correction is “imminent.”…
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Opinion
November 4, 2024
Chart of the week: tariff nonsense!
In our increasingly polarised society, political messages are more frequently being ‘hidden’ within…
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Opinion
October 28, 2024
Chart of the week: The Way We Were
US inflation has fallen back to 2.4 per cent, not far from the Federal Reserve’s target. In Europe…
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Opinion
October 21, 2024
Chart of the week: ‘Dumb money’
I was brought up in an investment era where bond investors proudly positioned themselves as “smart…
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Opinion
October 14, 2024
Chart of the week: The Fed continues with rate cuts
Soaring oil prices, solid job growth, and a seemingly unhurried Powell have forced markets to…
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