The Wall Street Journal digs into the recent equity valuation boost foreseen in our previous note. Beware however, the...
Croissance, inflation et …
La crise financière a révélé une dimension mal identifiée du cadre macro-financier classique: le crédit.
Un blog avec vue vous invite à voir le monde financier en 3D :
– Croissance ou croyances: le système macro-financier peut-il repenser le crédit dont il a à la fois profité et souffert ?
– Inflation (et courbes de taux): low(er) for long(er) …
– A moins bien-sûr que le crédit, sous toutes ses formes, ne redonne l’illusion d’un retour à la normale ?
Sometimes economic and market developments combine and force us to focus our interventions. As foreseen some time ago, things...
A brief follow-up of our previous note: ‘UK: peak economy and peak public’. As a reminder, this is about the...
A real-time follow-up of our risk repricing scenario. Moody’s downgrades China’s sovereign rating by one notch, from Aa3 to...
Various European climax indicators have been published recently. They look like a distant remake of an economic movie made of...
A brief update of our latest posts about oil supply, credit and Canadian real Estate. The rating agency Moody’s...
Oil prices have fallen more than 10% since the beginning of the year, in spite of the agreement reached by...
La banque centrale américaine, la Fed, parle d’ une faiblesse temporaire de l’économie au premier trimestre. Dans le même...
The rating agency Fitch gives a nice opportunity to assess the dynamics of the ‘oil carry’ in today’s brave...
Nowcasts, a contraction of current economic conditions (now) and forecasts, have been attracting a lot of attention of late....
