Jeroen Blokland

Jeroen Blokland

Jeroen Blokland
Investing
November 7, 2022

Graph of the week: Inverted yield curve? Don't panic

As might be expected, the US 10-year - 3-month yield curve has also turned negative. This inversion…
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Jeroen Blokland
Investing
October 24, 2022

Chart of the week: inflation drives profits down

Corporate profits will not fall even if economic growth declines, because of inflation. That is the…
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Jeroen Blokland
Investing
October 17, 2022

Chart of the Week: What’s in store for bonds

The ISM Manufacturing Index is not only an important indicator of future growth, but is also highly…
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Jeroen Blokland
Opinion
October 10, 2022

Chart of the Week: Is Credit Suisse a systemic risk?

European financials are in the spotlight again. And once again, it is not because of anything good…
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Jeroen Blokland
Opinion
October 5, 2022

Graph of the week: more than a pound of trouble

UK financial markets are in “turmoil”. This somewhat CNBC-esque opening, however, covers it well…
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Jeroen Blokland
Opinion
September 26, 2022

Graph of the week: Eurozone is down but not out

After consistently recording fat pluses over the past decade, the euro area’s trade balance has sunk…
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Jeroen Blokland
Opinion
September 19, 2022

Chart of the Week: Housing as the next domino

Activity in the US housing market is rapidly declining. New home sales fell more than 12 per cent in…
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Jeroen Blokland
Investing
September 12, 2022

Chart of the week: A few rate hikes, but then what?

In retrospect, we can say that central banks used the annual Jackson Hole symposium to revive their…
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Jeroen Blokland
Opinion
September 5, 2022

Chart of the week: the yuan as sentiment indicator

With China using interest rates again to defuse the property crisis, and the Federal Reserve making…
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Jeroen Blokland
Investing
August 29, 2022

Chart of the week: German inflation nearing 10%

It was a huge shock. The 37.2 percent increase in German producer prices, or PPI, for July that the…
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Jeroen Blokland
Opinion
August 22, 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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Jeroen Blokland
Opinion
August 15, 2022

Chart of the week: Misery Index

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Jeroen Blokland
Opinion
August 8, 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Jeroen Blokland
Opinion
August 1, 2022

Chart of the week: Rough and tumbling business confidence

And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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