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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

A V-shaped recovery in stock markets: what next?

Monday, 26 May 2025

After a V-shaped recovery, will major stock markets climb a 'wall of worry' as in 2021, or are we on the brink of a 2000-2001-style decline? We explore whether long-term rates will hit new highs and how this shapes tactical asset allocation.

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SAA Special: Political Compass for the Coming Years

Monday, 19 May 2025

If Trump 2.0 initially succeeds for his base, will Trumpism dominate global politics over the next decade? Or, if it stumbles, will the world swing left or rediscover global trade and cooperation?

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Temporary US-China trade deal limits scope for Fed rate cuts

Monday, 12 May 2025

The temporary China-U.S. trade deal has sparked market optimism, but it’s too soon to dismiss import tariffs as a key factor in growth outlooks, keeping interest rate market volatility elevated.
 

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