Archives for November 2018

-30% in less than 2 months… after the 2014-2016 oil rout, that brings back painful memories for the sector. In 2018, Oil has been making the headlines from Trump pushing for lower prices, to Iran sanctions, or Saudi Arabia, or OPEC… All eyes are now on the OPEC Meeting in Vienna on the 6th of […]

Deutsche Bank in 4 graphs: DBK 5y CDS DBK CoCo DBK vs SX7P (Stoxx 600 Banks) DBK Monthly Logarithmic I hope it helps, Gregoire  

Important Disclaimer: we look at a possible pay rise for U.S. workers in 2019. For any non U.S. reader, please wait a bit before asking for one… As we are already in November, what really matters for the market is top line and bottom line growths for companies in 2019. First, let’s look at recent […]

With more than 9 years into the U.S. economic cycle, it is fair to look at the possibility of the end of it. This question has been floating around for quite some time as this cycle is quite extended versus historical data. For example, different indicators were already flashing orange in 2015. The recent correction […]