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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

War in Iran increases inflation concerns

Wednesday, 04 March 2026

The war in Iran is driving up oil prices and uncertainty is elevated. However, the bond market is reacting differently than it did during previous geopolitical shocks. Why? And what does this mean for the interest rate policy of the Fed, ECB and Bank of England?

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The two faces of AI for the markets

Wednesday, 25 February 2026

The bull market continues to be supported by strong growth and accommodative policy, but cracks are appearing beneath the surface. Is it time to reposition the tactical asset allocation?

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The downside of AI leads to lower interest rates

Wednesday, 18 February 2026

Financial markets are already aggressively pricing in AI’s downsides for many companies; pushing interest rates even lower. Given the breakneck pace of AI development, this pressure is likely here to stay for a while. That’s why we’re adjusting a large part of our rate expectations for the coming months.

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