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MSP2024

Maarten Spek

Global Macro & Investment Strategist

Maarten has been a key figure at ECR since 2006, leading our team of analysts with expertise and innovation. His academic excellence, demonstrated by graduating cum laude in International Economy from Erasmus University Rotterdam, has been instrumental in expanding and refining the research capabilities at ECR. Maarten has played a key role in expanding our research domains and refining our methodology.

His expertise and adept integration of fundamental analysis and chart technical analysis have culminated in the authorship of our weekly G10 FX reports, which have garnered the attention of over 35 Central Banks worldwide. Together with Edward and the team, Maarten has also developed a comprehensive range of Asset Allocation reports that have become a cornerstone of our offerings. 

Maarten actively participates in VBA Bond Commission meetings, showcasing his dedication to the field. He communicates effectively in Dutch and English, ensuring his insights reach a global audience.

Recent Publications

Trump creates new reality for interest rate markets

Monday, 11 November 2024

With a large voter mandate, Trump will implement many of his economic plans such as higher import tariffs and tax cuts. This will invoke reprisals from Europe and China. Thereby, Trump will create a new reality for central banks and bond markets. What does this mean for European and US interest rates?

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This cycle it’s different

Wednesday, 30 October 2024

“This time it is different” may be the five most dangerous words in investing, but this time the economic cycle is really unusual as equities and the economy seem indifferent to higher interest rates. This publication explores why this is the case, how long it could last and how it affects our tactical asset allocation. 

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Central bank interest rates fall, long-term interest rates rise

Monday, 28 October 2024

Central banks are signaling their intention to cut interest rates further. Yet, long-term interest rates have risen sharply in recent weeks. How can this be explained and will this rise continue?
 

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