Deze drie dingen had elke belegger deze maand in ieder geval moeten weten.
Bron : Jeroen Blokland
De Maand van Blokland, mijn maandelijkse macro- en marktanalyse, is uit.

Yikes! The latest ISM data have produced a stagflation chart. New orders, a gauge of future economic activity, are down, while prices paid, an indicator for #inflation, are up!
While new orders have been pretty volatile and may still be in an uptrend, prices paid rising to a multi-year high complicates things, including the Fed's ambition to lower rates.
The US economy is going to a rough patch, which Trump and Bessent have decided to blame on Biden.
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