Je verwacht het niet hé

Een onbeduidend Deens pensioenfonds gooit al zijn Amerikaanse staatsobligaties eruit. Financiële media duiken gretig op deze headline, want dat verwachten de meeste beleggers toch zomaar niet. Over de onderliggende structurele oorzaak, die weinig te maken heeft met een doorgeslagen president, hoor je ze toch een stuk minder.

The chart that investors would rather not see

In the run-up to the Senate elections later this year, a presidential candidate has been making some rather odd moves. After briefly plucking away the president of a, at least on paper, sovereign state, and more or less annexing Greenland, again on paper, the chair of the US central bank was next in line. As a result, crucial charts that already tend to stay out of the spotlight receive even less attention. Fortunately, not here.

Attack on the Fed: why investors should fear Trump’s ‘seesaw effect’

The US Department of Justice has opened a criminal investigation into Federal Reserve chair Jerome Powell. Officially, the case concerns the renovation of government office buildings in Washington. No one should pretend to be naive enough to take that explanation at face value.

Chart of the week: better a raging optimist or a permabear than an index hugger

A new year, a new round. Every year at the beginning of January, I once again look with amazement and confusion at the equity market outlooks from the major financial institutions. And especially at the projected returns, which are invariably clustered right around the long-term average. Because one thing you can be almost certain of is that those projections will not materialize.

On Wall Street, one type of colleague remains ‘problematic’: the woman

EEOC interim chair Andrea Lucas has urged white men who feel discriminated against at work to file a federal complaint. “Are you a white man who has been disadvantaged at work because of your race or gender? Then you may be able to get money back,” Lucas said in a video on X. Act quickly, is the message.