Jeroen Blokland

Jeroen Blokland

Jeroen Blokland
Opinion
November 13, 2023

The overstated impact of AI on productivity growth

If you’re a regular on platforms like X or LinkedIn, you’ve likely encountered those attention…
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Jeroen Blokland
Opinion
November 6, 2023

Firesale in China!

China faces a complex challenge as it aims to further stimulate its economy amidst a relentless…
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Jeroen Blokland
Investing
October 30, 2023

Where is the next Silicon Valley Bank?

Interest rates are shooting up and in some cases have reached the highest levels in decades. The…
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Jeroen Blokland
Investing
October 23, 2023

Italy’s debt landscape: A déjà vu of 2012 or worse?

As Italy’s 10-year interest rate hovers around 5 percent, flashbacks to late 2012 become inescapable…
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Jeroen Blokland
Investing
October 16, 2023

Yield curve points to US labour market storm

The chart making waves on social media isn’t getting attention without reason. It suggests that the…
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Jeroen Blokland
Opinion
October 9, 2023

Manufacturing prices signal potential inflation shift

Thursday’s ADP employment growth figure modestly stood out with a meagre addition of 89,000, but the…
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Jeroen Blokland
Investing
October 2, 2023

Consumer spending concerns: A glimpse into the future?

A recent chart from UBS has caught my attention. It indicates a surprising reluctance among…
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Jeroen Blokland
September 18, 2023

Chart of the Week: Excess savings

I am intrigued and—admittedly—surprised by the robustness of American consumer spending. I…
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Jeroen Blokland
Opinion
September 4, 2023

Chart of the week: regime change or oil?

Long-term inflation expectations have risen this year. In fact, just when central banks decided a…
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Jeroen Blokland
Opinion
August 28, 2023

Chart of the week: Is the ECB finally ready?

At the time of writing, markets are still pricing in just under a 60 per cent chance that the ECB…
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Jeroen Blokland
Opinion
August 21, 2023

Chart of the week: ‘hopium’ is gone

The ‘intra-day’ turn of the S&P 500 Index following the release of US inflation data is the first…
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Jeroen Blokland
Opinion
July 23, 2023

Chart of the Week: An exodus of doves?

I had to double-check my Bloomberg screen. But it was there indeed, Dutch central bank chief Knot…
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Investing
June 19, 2023

Artificial inconsistencies

I’m a big fan of the Bank of America Global Fund Manager Survey. Firstly, because it pertains to the…
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Jeroen Blokland, True Insights
Investing
May 14, 2023

Chart of the week: Profit doubts

Markets globally expect earnings to rise over the next 12 months. Whether in the US or emerging…
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