Inflation / Yield curves Archives - UN BLOG AVEC VUE

Chine: quand l’immobilier va, tout va

Jacques — Fri, 15 Oct 2021 14:39:57 +0000

L’article Chine: quand l’immobilier va, tout va est apparu en premier sur UN BLOG AVEC VUE.

Choc énergétique et réallocation du capital

Jacques — Wed, 06 Oct 2021 08:41:55 +0000

L’article Choc énergétique et réallocation du capital est apparu en premier sur UN BLOG AVEC VUE.

Inflation: débat public et stabilité financière

Jacques — Wed, 19 May 2021 16:49:40 +0000

L’article Inflation: débat public et stabilité financière est apparu en premier sur UN BLOG AVEC VUE.

Valuing equity valuation

Jacques — Wed, 22 Nov 2017 05:50:11 +0000

Equity valuation has been a hot topic of late. Rightly so. The Big Picture drew our attention on this interesting paper about the cyclically adjusted PE, the famous equity valuation measure also known as the CAPE or Shiller PE. Kevin J. Lansing from the Federal Reserve Bank of San Francisco adds his own voice to the valuation debate by regressing […]

L’article Valuing equity valuation est apparu en premier sur UN BLOG AVEC VUE.

Low (inflation) is in the air

Jacques — Thu, 28 Sep 2017 04:45:47 +0000

L’article Low (inflation) is in the air est apparu en premier sur UN BLOG AVEC VUE.

USD: Game of expectations

Jacques — Fri, 01 Sep 2017 12:22:27 +0000

The Wall Street Journal digs into the recent equity valuation boost foreseen in our previous note. Beware however, the currency move behind it may be temporary. Please consider ‘Watch Out: The Weak Dollar Gives Shareholders Money Illusion’ by James Mackintosh. Even if ‘calling the direction of a currency is always a gamble’, Mackintosh rightly says, the idea of some USD […]

L’article USD: Game of expectations est apparu en premier sur UN BLOG AVEC VUE.

Speed bump: early signs of landing

Jacques — Thu, 09 Mar 2017 08:16:04 +0000

L’article Speed bump: early signs of landing est apparu en premier sur UN BLOG AVEC VUE.

Reality Check ?

Jacques — Wed, 08 Feb 2017 13:46:00 +0000

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 […]

L’article Reality Check ? est apparu en premier sur UN BLOG AVEC VUE.

Connecting the dots: oil prices, credit and interest rates – from one shock to the other

Jacques — Tue, 15 Nov 2016 13:32:52 +0000

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, […]

L’article Connecting the dots: oil prices, credit and interest rates – from one shock to the other est apparu en premier sur UN BLOG AVEC VUE.

Interest rates and credit repricing: live

Jacques — Thu, 10 Nov 2016 18:33:11 +0000

We stick to our previous statements: the rise in interest rates is less related to some sudden expectations of growth than a fierce repricing of credit risks. This happens – we believe – on the back of a forced and global exit strategy. Let us dig a bit into this proposition by looking at the champion of unconventional policies: […]

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