Election fever?
Do elections really matter for financial markets, for the slightly longer term? This remains to be seen. Of course…
Golden Week
September was a volatile stock market month that started badly, but gradually became more upbeat. The bouncer was China,…
A short-lived rollercoaster?
August looked like a short-lived rollercoaster for financial markets, with equities first sharply down and then sharply up again.…
Summer sales?
Recession fear? While this should have been a July newsletter, that whole (for us) relatively friendly month of July…
The world is turning…. stock markets too?
June was an unusual month. Both in Europe and in the US, the political centre seemed to be losing…
Mood swings
Introduction There are several important elections this year. Both investors and politicians are trying to respond to changing trends…
Less in the cloud, more in the cloud
Things have become more unsettled in financial markets. Stock markets showed their sunny side in the first months of…
Is good advice as expensive as the stock market?
Stock market sentiment remained again positive in March, with several markets breaking records: the US, Japan and the Netherlands…
Technology drives stock markets, also in February
Interest rate cuts postponed February showed that financial markets can also move forward without the support of the bond…
About January 2024: the market, oscillating between optimism and pessimism
Financial markets often exaggerate, making a “random walk” past the facts: if they ignore positive signals, pessimism prevails. When…
New Year's message: looking back from the threshold to a new year
What went well and what could have been better? Financial markets started the year on a positive note: bonds…
Will we also escape the recession soon?
We fought many plagues Of course, first we had to fight the pandemic. We did that spending a lot…
Interest rate happy?
Economic complaints are raining down from all sides, often with increased interest rates as the deeper background. And yet…
After us the deluge?
Inflation rates fell, while interest rates rose sharply in September. The explanation is possibly because statistics look back, but…
Looking beyond the business cycle: will Goldilocks come back?
A few years ago, the financial world was as beautiful as Goldilocks: self-evident growth and low inflation. But it…
