Jeroen Blokland

Jeroen Blokland

Opinion
March 11, 2024

Deglobalisation is a fact

In the ever-escalating tech tug-of-war between China and the United States, the dragon nation is…
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Jeroen Blokland
Investing
March 4, 2024

Unraveling the UK budget dilemma

This week, the UK Chancellor of the Exchequer will present the UK’s new budget. Since the September…
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Jeroen Blokland
Investing
February 26, 2024

Recession prevented?

This column is not about where that economic recession remains, but about an earnings recession that…
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Jeroen Blokland
Opinion
February 19, 2024

Powell’s Predicament

The recent inflation bombshell must have rattled Powell and his cohorts, throwing a wrench into…
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Jeroen Blokland
Investing
February 12, 2024

Famous last words

It’s fascinating to observe central bankers like Federal Reserve Chairman Jay Powell outside their…
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Jeroen Blokland
Investing
February 5, 2024

Is it really different this time?

“I’ve got to say, I’m usually skeptical of the phrase “ This time is different.” More often than not…
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Jeroen Blokland
Opinion
January 29, 2024

Bizarre policies!

With many aspects, a distant perspective can be quite enlightening. This certainly applies to…
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Jeroen Blokland
Investing
January 22, 2024

Markets’ inscrutable movements

Markets can often be inscrutable, as seen in December’s US inflation data, which showed a rise in…
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Jeroen Blokland
Investing
January 15, 2024

BOJ as only central banking tightening policy? Of course!

I am captivated by a recent chart from Bloomberg that illustrates the anticipated movements in…
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Jeroen Blokland
Investing
January 8, 2024

A spot Bitcoin ETF - does it matter?

The imminent decision by the U.S. Securities and Exchange Commission (SEC) on a series of U.S. spot…
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Jeroen Blokland
Investing
December 18, 2023

Earnings recessions averted?

A major hazard for investors is becoming too entrenched in their beliefs, especially when evidence…
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Jeroen Blokland
Opinion
December 11, 2023

Mind that Golden Gap!

These days, it is almost impossible not to talk about gold or bitcoin - for me, these two assets are…
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Jeroen Blokland
Investing
November 27, 2023

Housing shortage: high prices, less growth

Skyrocketing mortgage rates and astronomical house prices make it almost impossible for the average…
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Jeroen Blokland
Investing
November 20, 2023

Euphoria!

Let me begin by stating my agreement that the Federal Reserve is unlikely to raise interest rates…
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