Oil Archives - UN BLOG AVEC VUE https://unblogavecvue.com/category/economics-finance/credit/oil/ Le blog de Keenvest Thu, 28 Oct 2021 08:09:16 +0000 en-US hourly 1 https://unblogavecvue.com/wp-content/uploads/2018/03/cropped-viewpoint-99199_1280-32x32.png Oil Archives - UN BLOG AVEC VUE https://unblogavecvue.com/category/economics-finance/credit/oil/ 32 32 Choc énergétique et réallocation du capital https://unblogavecvue.com/choc-energetique-et-reallocation-du-capital/ https://unblogavecvue.com/choc-energetique-et-reallocation-du-capital/#respond Wed, 06 Oct 2021 08:41:55 +0000 https://unblogavecvue.com/?p=14677 L’article Choc énergétique et réallocation du capital est apparu en premier sur UN BLOG AVEC VUE.

]]> https://unblogavecvue.com/choc-energetique-et-reallocation-du-capital/feed/ 0 Pétrole de schiste : de l’huile sur les marchés boursiers https://unblogavecvue.com/petrole-de-schiste-de-lhuile-sur-les-marches-boursiers/ https://unblogavecvue.com/petrole-de-schiste-de-lhuile-sur-les-marches-boursiers/#respond Tue, 13 Feb 2018 15:10:26 +0000 https://unblogavecvue.com/?p=1683 Pétrole de schiste Ce n’est sans doute pas un hasard : deux organisations pétrolières annoncent une augmentation sensible de la production de pétrole de schiste aux Etats-Unis. La nouvelle passerait sans doute inaperçue si, grâce à cette technologie, les Etats-Unis n’étaient pas devenus l’un des plus grands producteurs de pétrole au monde, si les producteurs historiques ne tentaient pas désespérément […]

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]]> https://unblogavecvue.com/petrole-de-schiste-de-lhuile-sur-les-marches-boursiers/feed/ 0 Canada: Dry https://unblogavecvue.com/canada-dry/ https://unblogavecvue.com/canada-dry/#respond Wed, 21 Jun 2017 11:36:53 +0000 https://unblogavecvue.com/?p=1300 Sometimes economic and market developments combine and force us to focus our interventions. As foreseen some time ago, things seem to speed up in terms of credit deleveraging. The issue looks highly relevant from a macro standpoint as it probably highlights our ‘risk repricing scenario’. Let us revert to Canada, which seems to stand at the forefront of some of […]

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]]> https://unblogavecvue.com/canada-dry/feed/ 0 Canadian Banks downgraded by 1 notch, outlook negative https://unblogavecvue.com/canadian-banks/ https://unblogavecvue.com/canadian-banks/#respond Thu, 11 May 2017 08:19:44 +0000 https://unblogavecvue.com/?p=1249 A brief update of our latest posts about oil supply, credit and Canadian real Estate. The rating agency Moody’s downgraded the long-term ratings of six Canadian Banks yesterday “reflecting Moody’s expectation of a more challenging operating environment for banks in Canada for the remainder of 2017 and beyond, that could lead to a deterioration in the banks’ asset quality, and […]

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]]> https://unblogavecvue.com/canadian-banks/feed/ 0 Oil supply, or why credit matters https://unblogavecvue.com/oil-supply-why-credit-matters/ https://unblogavecvue.com/oil-supply-why-credit-matters/#respond Wed, 10 May 2017 15:20:17 +0000 https://unblogavecvue.com/?p=1237 Oil prices have fallen more than 10% since the beginning of the year, in spite of the agreement reached by the OPEC members at the end of November 2016. Time to recall some of the credit dynamics proposed in this blog. Oil as a proxy for credit Oil is probably one of the variables – if not the variable – that help normalize […]

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]]> https://unblogavecvue.com/oil-supply-why-credit-matters/feed/ 0 Actions: risques de surprises https://unblogavecvue.com/actions-risques-de-surprises/ https://unblogavecvue.com/actions-risques-de-surprises/#respond Thu, 04 May 2017 16:34:47 +0000 https://unblogavecvue.com/?p=1206 La banque centrale américaine, la Fed, parle d’ une faiblesse temporaire de l’économie au premier trimestre. Dans le même temps, quelques jours après la publication du PIB américain au 1er trimestre, les attentes du 2ème trimestre semblent déjà excessives. Si l’on en croit l’essoufflement de la consommation US, le déclin chinois ou la faiblesse du pétrole, il devient pourtant difficile de s’émouvoir sur les perspectives réelles […]

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]]> https://unblogavecvue.com/actions-risques-de-surprises/feed/ 0 Oil and credit risk: the case of Saudi Arabia https://unblogavecvue.com/oil-and-credit-risk-the-case-of-saudi-arabia/ https://unblogavecvue.com/oil-and-credit-risk-the-case-of-saudi-arabia/#respond Fri, 24 Mar 2017 09:59:44 +0000 https://unblogavecvue.com/?p=1155 The rating agency Fitch gives a nice opportunity to assess the dynamics of the ‘oil carry’ in today’s brave reflationary world, i.e. the way oil prices impact sovereigns and corporates’ solvency. Interestingly enough, the downgrade of Saudi Arabia happens as oil prices declined by more than 10% since the beginning of the year. Please go to ‘Fitch Downgrades Saudi Arabia […]

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]]> https://unblogavecvue.com/oil-and-credit-risk-the-case-of-saudi-arabia/feed/ 0 Reality Check ? https://unblogavecvue.com/reality-check/ https://unblogavecvue.com/reality-check/#respond Wed, 08 Feb 2017 13:46:00 +0000 https://unblogavecvue.com/?p=1098 Let us dig into oil, inflation expectations and interest rates. The latest developments look like a material pause in the current ‘reflationary trade’ … Source: ZH   … maybe because growth expectations are facing some sort of reality check:   Source: ZH As a reminder we think that the current overshoot of growth expectations is a combination of ‘fiscal forward guidance’, public appeal and […]

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]]> https://unblogavecvue.com/reality-check/feed/ 0 Late cycle defaults or late cycle rebound ? https://unblogavecvue.com/late-cycle-defaults-or-rebound/ https://unblogavecvue.com/late-cycle-defaults-or-rebound/#respond Thu, 01 Dec 2016 09:37:33 +0000 https://unblogavecvue.com/?p=1030 The Financial Times digs into the US high yield default rate and the development of the junk-rated US energy sector. A nice follow-up of our previous message ‘Connecting the dots: oil prices, credit and interest rates – from one shock to the other’. Please consider ‘US high yield default rate at highest in 6 years’ by the FastFT: (emphasis ours) […]

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]]> https://unblogavecvue.com/late-cycle-defaults-or-rebound/feed/ 0 Connecting the dots: oil prices, credit and interest rates – from one shock to the other https://unblogavecvue.com/oil-prices-credit-and-interest-rates/ https://unblogavecvue.com/oil-prices-credit-and-interest-rates/#respond Tue, 15 Nov 2016 13:32:52 +0000 https://unblogavecvue.com/?p=972 Oil prices deserve a special attention in the aftermath of the US election. Connecting the dots, we believe that they help explain some of the recent trends in the markets. This post explores the financials of interest rates and oil. The oil carry As a reminder, oil prices experienced a spectacular 75% drop between mid-14 and January 2016. Since then, […]

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