US economic policies at the crossroads
Jacques, , Article du mois, Central Banks, English, Fiscal policy, Public Authorities, 0Another way to appreciate the fundamental ‘change of regime’ that is shaking the markets throughout the world. Economic policies...
The spike of earnings that hides behind the recent equity run-up has a lot to do with peculiar business...
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...
Low (inflation) is in the air
Jacques, , Economics & Finance, English, GRAND ANGLE, Growth, Inflation / Yield curves, 0The latest World Economic Outlook of the IMF has just been issued. Low inflation is in the air ......
When China drives the ‘financial and international developments’ of the Fed
Jacques, , Central Banks, English, Public Authorities, 0China and the Fed Our macro-credit radar is flashing red again. Interestingly enough, this happens at the crossroad of...
And further taper guidance by the Bank of England
Jacques, , Central Banks, English, Public Authorities, Systemic Convergence, 0Further market developments following the flow of taper guidance issued recently … this time by the Bank of England....
Additional taper guidance by the ECB
Jacques, , Central Banks, English, Public Authorities, Systemic Convergence, 0The European Central Bank provides additional guidance about its own version of monetary policy tapering, almost live from the...
FX volatility: a balancing act
Jacques, , English, Fiscal policy, Governance, Public Authorities, Systemic Convergence, 0In this post we take a closer look at the recent dynamics of the USD. Relative expectations and economic...
USD: Game of expectations
Jacques, , Economics & Finance, English, Fiscal policy, Growth, Inflation / Yield curves, Public Authorities, 0The Wall Street Journal digs into the recent equity valuation boost foreseen in our previous note. Beware however, the...