jeroen blokland

jeroen blokland


Investor @Robeco, blogger & columnist. Total graph addict! On Business Insider's list of ‘must follow’ finance people on Twitter. Views are my own, of course.

36694 followers  •  677 follow  •  Amsterdam  •   http://jeroenbloklandblog.com/

#Japan Machine Tool Orders YoY -37.4%!

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German companies are increasingly worried about their #China  business.

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What is your preferred asset class for 2020?

It always amazes me how many #bitcoin ‘’, responses there are on these polls. Are you actively buying/adding #bitcoin  or do you have a #HODL  approach?

A massive chart to take into account when making (strategic) investment decisions. (ht @Schuldensuehner )

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We have published our Outlook 2020! Base case: No US #recession , #equities  higher before struggling, #value  ready for a comeback, #inflation  to return, be selective in #bonds , but pockets of value remain.

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From the BofaML Global Fund Manager Survey: Growth expectations rose the most on record in the latest survey. The #ISM  Manufacturing Index rose by 8-9 points 6 months after prior spikes in growth expectations.

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After all that is said and done on the #trade  front including the numerous rounds of #tariffs  world trade volumes still look pretty resilient. #tradewarwar 

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BREAKING! The German#yieldcurve , the mother of all Eurozone yield curves, is now completely negative!

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BREAKING! #Switzerland 's #yieldcurve  is now negative for all maturities, hence anywhere between 3 months and 50 years.

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This is a historical day for markets! #Argentina ’s stock market plunged a whopping 48% in #USD  today, marking ‘the second-biggest one-day rout on any of the 94 stock exchanges tracked by Bloomberg going back to 1950.’ Also painfully, it already held that position before today.

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Wow! The British Pound continues its 'no-deal' #Brexit  slide, now at 1.2150, approaching post Brexit-referendum levels. #GBP 

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#Mexico's economy is going to its toughest phase since the great financial crisis a decade ago!

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Wow! The Argentine peso just collapsed! Down almost 25% at the opening against the #USD .

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From the Dutch Central Bank: ‘If the whole system collapses, the #gold  reserve can serve as collateral to start from scratch." ht @TuurDemeester  #DNB 

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BREAKING! The #yieldcurve  of The Netherlands is now completely negative. 30-year bond #yield  at -0.023%.

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