Opinion

Jerome Powell, President of the Federal Reserve.
Opinion
August 24, 2022

Han Dieperink: interest rates must rise further

The US equity market has rebounded some 15 percent from its low in June, helped by hopes of a Fed…
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Jeroen Blokland
Opinion
August 22, 2022

Chart of the week: valuation as decisive factor

Valuation is often not the immediate trigger for a stock market turnaround. But it is a decisive…
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High gas prices, Flickr photo by Steve Baker
Opinion
August 18, 2022

Han Dieperink: alternatives for energy

European gas and electricity prices break records almost daily. The effect of energy on an economy…
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HSBC & BOC, foto via Flickr door november-13
Asset Managers
August 17, 2022

No dollar, no crypto, but the e-yuan

The value of a currency is based on trust. The Russian sanctions have not helped the status of…
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Jeroen Blokland
Opinion
August 15, 2022

Chart of the week: Misery Index

The US macro data show a mixed picture. GDP – before revisions at least – has contracted for two…
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Wall St. bull market
Asset Managers
August 11, 2022

Forty years of the bull market

Forty years ago this week the bull market started in the United States. Not just any bull market…
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Jeroen Blokland
Opinion
August 8, 2022

Chart of the week: Walmart profit warning is a warning sign

Retail giant Walmart issued another profit warning last week. And the underlying reasons point to a…
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Jeroen Blokland
Opinion
August 1, 2022

Chart of the week: Rough and tumbling business confidence

And then things moved fast. Business confidence fell to worrying levels in July, making a recession…
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Jeroen Blokland
Opinion
July 25, 2022

Chart of the week: profit fatigue

The earnings season has only just begun, but we are already seeing some examples of what will become…
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Edin Mujagić, chief economist at OHV Asset Managemnt.
Opinion
July 22, 2022

ECB Watch: Not good, not bad but dangerous!

Time and again I look for it. And every time I do not find it. What is it about? I look for the word…
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Jeroen Blokland
Opinion
July 18, 2022

Chart of the week: Negative surprises limit upside potential

Negative surprises put a cap on the upside potential, especially for equities. As a rule, investors…
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Jurgen Vluijmans, editorial manager of Investment Officer Belgium.
Opinion
July 15, 2022

What can Europe offer investors?

Problems with energy supplies, a perfect storm of geopolitical uncertainty and, in the autumn…
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Opinion
July 12, 2022

The end of the euro is nigh

For the first time since 2002, the euro trades at parity with the dollar. In the summer of 2008, one…
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Jeroen Blokland
Investing
July 11, 2022

Chart of the week: don’t be blindsided by recession

The ISM Manufacturing Index, also known as the purchasing managers’ index, fell more than expected…
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