Opinion

Jeroen Blokland
Opinion
March 10, 2025

Chart of the week: stagflation stress

The markets were already on edge, and there seems to be little sign of that changing any time soon…
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Jeroen Blokland
Opinion
March 3, 2025

Chart of the week: Mixed feelings

The German elections have resulted in a victory for the CDU/CSU. That was not entirely unexpected…
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Edin Mujagic
Opinion
February 28, 2025

The path the ECB has chosen leads to disaster

The monetary forest through which Christine Lagarde and the rest of the ECB are wandering appears to…
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Han Dieperink
Opinion
February 25, 2025

"Make Russia Great Again"

For more than eighty years, Europe has been protected under the security umbrella of the United…
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Han Dieperink
Opinion
February 19, 2025

‘Animal spirits’

The Bund in Shanghai is a one-and-a-half-kilometre waterfront promenade along the Yellow River. With…
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Jeroen Blokland
Opinion
February 17, 2025

Chart of the week: Powell vs Trump, interest versus rhetoric

A beneficial side effect of President Trump is that we can trash all incoming macro figures without…
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Gregory Kennedy
Opinion
February 12, 2025

MacGyver becomes a chief compliance officer – and regrets it

Even MacGyver, master of improvisation, meets his match in Luxembourg’s compliance world. Gregory…
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Han Dieperink
Opinion
February 11, 2025

The wisdom of the collective

Passive investing can be seen as a disruptive innovation that has also reduced costs for active…
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Jeroen Blokland
Opinion
February 10, 2025

Chart of the week: call that dumb!

Investing is rarely straightforward. And with an unpredictable individual at the helm of the world’s…
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Han Dieperink
Opinion
February 4, 2025

The next Microsoft

Time and again, the arrival of new technology is underestimated, while the latest technological…
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