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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's poker game

Monday, 16 December 2024

After Trump’s inauguration, a high stakes poker game will begin between de economic super powers. How Europe and China will respond to Trump’s bet will play a decisive role in the tactical asset allocation decisions.

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Mounting pressure on the ECB to provide sharp rate cuts

Monday, 09 December 2024

The economic differences between the U.S. and Europe are large and will remain so, or will even widen, early next year. What does this mean for European and U.S. interest rates in general and 2- and 5-year IRS swap rates in particular?

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First-round and second-round effects of Trump’s policies

Wednesday, 27 November 2024

Trump has a clear strategy for the US economy, which could push up growth and inflation in the short-term but will likely lead to deflationary pressures in the medium term. For China and Europe, we expect the reverse. In this Tactical Asset Allocation update, we discuss the drivers for these developments and how Trump’s policies will affect the asset allocation.

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