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Jeroen Blokland

  • Analysis & Comment

Jeroen Blokland's Comment & Analysis
A complete archive of Jeroen Blokland's articles, including current analysis & comment.

Inflation is unlikely to end the stock market rally any time soon With inflation expectations reaching multi-year highs, worries about the impact on equities are increasing. But if history is any...
Today’s Daily Sketch is again devoted to the outlook for bond yields. A couple of days ago I pointed out that the yield curve could steepen further. Today’s chart shows the nominal US 10-Year Treasury...
Germany’s manufacturing PMI rose sharply in February, beating expectations of a decline in one of the most important economic indicators for the German economy. And while the services PMI came...
Virus Impact
By Jeroen Blokland - Feb 18, 2020
Yesterday, Apple (NASDAQ:AAPL)stated it would miss its quarterly sales forecast due to the coronavirus, which impacts a significant part of the iPhone supply chain. Today’s chart from JPMorgan...
The Japanese economy shrunk by an impressive 1.6%, the biggest decline since Q2 2014. Just like then, the negative impact of a sales tax hike explains a large part of the negative GDP growth....
Greece’s 10-year bond yield has dropped below 1% for the first time on record. Less than eight years ago, Greek bond yields spiked to as much as 45%, as the country very nearly perished in the...
Equities, seemingly unmoved by the outbreak of the coronavirus, are already up more than 5% in euro terms since the beginning of the year. Commodities, however, are down almost 8%. Part of this gap...
The Baltic Dry Index, reflecting the freight rates of dry-bulk ships, has collapsed by a whopping 83%. What this means for the global economy, however, is uncertain. The Baltic Dry Index became a...
Today’s chart, this time by Capital Economics, is again a reflection on how value stocks are really cheap. In fact, apart from the 1990s internet bubble, growth has never been so expensive...
The coronavirus has been making headlines for two weeks now. However, economic data shows that prior to the outbreak, the economy was embarking on a bigger-than-expected recovery. This is reflected in...