Jeroen Blokland

Jeroen Blokland

Investing
June 24, 2024

High interest rates as an explanation for strong economy? Nonsense!

Financial markets and economies are often inscrutable. As an investor, you just have to put up with…
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Investing
June 17, 2024

Vive la France!

The European election results have sent shockwaves through traditional media and financial markets…
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Investing
June 10, 2024

Finally, a stir

The stock markets have had a fantastic rally. And while I am all for rising prices, it has also been…
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Investing
June 3, 2024

House prices defy predictions

US house prices have climbed over 6% in the past year, pushing the value of homes nearly 3% above…
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Opinion
May 27, 2024

The end of the dollar dominance?

China’s recent massive sell-off of U.S. government bonds has financial headlines buzzing. This…
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Opinion
May 21, 2024

Where is the recession?

In recent months, there has been a notable absence of discourse surrounding the prospect of a…
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Investing
May 6, 2024

A grim macro picture

The U.S. economy has long enjoyed what might be called a Goldilocks scenario: robust growth paired…
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Investing
April 29, 2024

Is the yuan ripe for devaluation?

China is currently navigating a precarious situation reminiscent of the mythical dilemma between…
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Opinion
April 22, 2024

The 5 percent rule!

At the time of writing, the “mother of all equity indices,” the S&P 500 Index, is down a significant…
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Opinion
April 15, 2024

Supply in bonds and equities

This week, the following chart from the Financial Times caught my attention. It shows the net…
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Investing
April 8, 2024

We don’t want growth!

Growth has turned into our modern-day holy grail—a beacon that politicians, companies, and…
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Investing
April 2, 2024

Repeat offender

France reported a few weeks ago that its already exorbitant budget deficit of 4.9 per cent of French…
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Investing
March 25, 2024

Forget about bubble spotters!

Over the past year, Nvidia’s stock has soared by more than 200%, igniting talks of a “bubble” among…
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Asset Allocation
March 18, 2024

China grapples with Western problems

Comparatively minimal macroeconomic news of substance emerges from China; however, the information…
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