Valentin’s Newsletter
Valentin AufrandMacro & Markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | valentinaufrand.substack.com |
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Latest Issues
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US Inflation: Vers une poursuite de la désinflation
Le BLS a mis à jour la semaine dernière ses indices “ATR” et “NTR”, qui sont censés être plus “avancés” que les mesures officielles de l'IPC et du PCE.
Macro & Markets T4 2024
Après un début d’année marqué par des craintes d’un retour de l’inflation, le trimestre qui vient de se clôturer (T3 2024) a été marqué par un retour des craintes de récession à la suite d’un très décevant et inquiétant rapport sur l’emploi...
US : Gare à un retour des craintes de récession
Les actifs risqués ont nettement rebondi depuis le creux du mois d’août causé par l’émergence de craintes économiques aux Etats-Unis, le S&P 500 et le STOXX 600 ayant même enregistré de nouveaux records.
US Macro : Que surveiller dans les prochains mois ?
## Taux de chômage
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Authors
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Markets & Business cycles CFA, CFTe
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