« We have a very false economy. At some point the rates are going to have to change. » Candidate Trump, September 5, 2016.
« I’m not thrilled. I don’t like all of this work that we’re putting into the economy and then I see rates going up. » President Trump, July 19, 2018.
La BCE reste très stimulante
Data shows they are buying €32bln a month in foreign debt & reabsorbing another €15bln of their own – a sum which frees up investors to buy other (domestic?) assets.
Les taux courts US au plus haut de 10 ans
Pourquoi prendre le risque de valorisations extremes sans prime ni de risque ni de durée? Autant aller se réfugier au parking!
Michael Norinsberg a retweeté Jesse Colombo
Michael Norinsberg ajouté,