Election fever?
Do elections really matter for financial markets, for the slightly longer term? This remains to be seen. Of course…
Do elections really matter for financial markets, for the slightly longer term? This remains to be seen. Of course…
September was a volatile stock market month that started badly, but gradually became more upbeat. The bouncer was China,…
August looked like a short-lived rollercoaster for financial markets, with equities first sharply down and then sharply up again.…
Recession fear? While this should have been a July newsletter, that whole (for us) relatively friendly month of July…
June was an unusual month. Both in Europe and in the US, the political centre seemed to be losing…
Introduction There are several important elections this year. Both investors and politicians are trying to respond to changing trends…
Things have become more unsettled in financial markets. Stock markets showed their sunny side in the first months of…
Stock market sentiment remained again positive in March, with several markets breaking records: the US, Japan and the Netherlands…
Interest rate cuts postponed February showed that financial markets can also move forward without the support of the bond…
Financial markets often exaggerate, making a “random walk” past the facts: if they ignore positive signals, pessimism prevails. When…
What went well and what could have been better? Financial markets started the year on a positive note: bonds…
We fought many plagues Of course, first we had to fight the pandemic. We did that spending a lot…
Economic complaints are raining down from all sides, often with increased interest rates as the deeper background. And yet…
Inflation rates fell, while interest rates rose sharply in September. The explanation is possibly because statistics look back, but…
A few years ago, the financial world was as beautiful as Goldilocks: self-evident growth and low inflation. But it…
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