Most recent columns

Han Dieperink: The premature funeral of the dollar

Tue, 07 Jul 2026 06:04:47 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Last Thursday, the surprising US employment figures were released. Less than an hour later, Société Générale had already published a report. The message: the dollar’s heyday is over. The euro rose immediately by 0.7 per cent. And once again, the familiar narrative was heard. The dollar is falling out of favour and the world is slowly moving away from it. It’s a compelling narrative. But it hasn’t come to pass for well over ten years.

Han Dieperink: Oil heading for $50

Tue, 23 Jun 2026 08:02:53 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

The price of oil is at its lowest level in three months. Brent crude is just under $80 a barrel and WTI crude is slightly below that. It looks like a breather, but in reality this is part of a long-term trend.

Han Dieperink: The best time to get on board

Fri, 12 Jun 2026 06:01:56 +0200

^{This column was originally written in Dutch. This is an English translation}

From a rational point of view, the best time to invest is always today. Staying in the market beats trying to time the market. But investors are, after all, not rational beings.

By Han Dieperink, written in a personal capacity

Han Dieperink: Why a hawk like Warsh is cutting interest rates

Tue, 09 Jun 2026 10:03:13 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

Kevin Warsh has been sworn in as the seventeenth Chair of the Federal Reserve. But anyone who interprets his appointment as a victory for looser monetary policy has not been listening carefully. He stands for the exact opposite.

Han Dieperink: Greedflation 2.0

Tue, 26 May 2026 06:04:39 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

More than two years ago, greedflation was seen as a temporary phenomenon. The reasoning was straightforward: once inflation normalised, the cover under which companies could raise prices excessively would disappear. In an environment of 2% inflation, any company implementing 10% price increases on its own would lose market share. This market discipline was expected to put an end to greedflation. That may be true, but the story appears to have taken a new turn.