- Checking out sharp oil decline episodes in 1985, 1997-98, and 2008-09, Natixis' Patrick Artus sees a number of statistically robust consequences. Among them are a rise in real wages, corporate profits, and real interest rates.
- In those instances since the introduction of the euro, the oil fall has also resulted in a weaker euro (we can check that one off already).
- The bottom line, says Artus, is an optimistic view on the economy, especially the eurozone.
- ETFs: AGG, FXE, BND, BOND, EUO, ERO, SCHZ, DRR, EUFX, LAG, ULE, URR, SAGG, GBF, FBND, IUSB, VBND