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…
What kind of climate was it last month?
This could be an account of a first boring summer-month. Do I hear ‘’summer”? When I step into the…
Is cash becoming King again?
It is starting to get a bit boring: interest rates, rising further as core inflation remains high, especially in…
What does a recession look like?
There are increasing signs of a recession in the goods sector: during the pandemic, parcels were flying around our…
The art of wise choices
Inflation can also be profitable The earnings season has started again. Caution about profits has been trumped up for…
The banks and the Pavlov reaction
Last month was quite turbulent in financial markets. There was fear of banks again, just like in 2008, but…
Interest rate realism
We are now two months into the new year: 1 month of interest rate optimism and 1 month of…
Hawks versus Doves
It is of all times, this battle in financial markets, but now it is even more topical: the fight…
