Le modèle économique chinois est-il cassé? Cette belle vidéo du Financial Times s'interroge sur le modèle économique chinois de...
Archive for category: Credit
Choc énergétique et réallocation du capital
Jacques, , Article du mois, Credit, Financial Stability, Inflation / Yield curves, Oil, 0Choc énergétique Plusieurs explications s'offrent à nous pour appréhender le choc énergétique en cours. Pour rappel, les prix du...
Japanification: problème ou opportunité?
Jacques, , Article du mois, Credit, French, Social Unrest, 0Japanification Un sujet d'actualité que parcourt cette video du Financial Times à la marge de la dernière rencontre de...
Flash PMI: souriez, la croissance est de retour!
Jacques, , Article du mois, Credit, French, GRAND ANGLE, Growth, 0Les derniers indices flash PMIs d’IHS Markit offrent une nouvelle opportunité de taquiner la rhétorique économique du moment. Ce...
A case study of macro-credit Australia is far and close from the USA and Europe, at the same time....
Le retour des tensions sociales
Jacques, , Article du mois, Credit, Economics & Finance, French, Growth, Social Unrest, Systemic Convergence, 0Etats-Unis, Angleterre, Italie : les tensions sociales occupent à nouveau le devant de la scène. Elles nous intéressent autant...
Valuing equity valuation
Jacques, , Credit, Economics & Finance, English, Growth, Inflation / Yield curves, 0Equity valuation has been a hot topic of late. Rightly so. The Big Picture drew our attention on this...
Sometimes economic and market developments combine and force us to focus our interventions. As foreseen some time ago, things...
Moody’s downgrades China: the risk repricing scenario, live
Jacques, , Credit, Economics & Finance, English, Growth, 0A real-time follow-up of our risk repricing scenario. Moody’s downgrades China’s sovereign rating by one notch, from Aa3 to...
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