Evariste Lefeuvre
Contributor since: 2010
Company: NATIXIS North America
Latest Articles
2016: Beware The Crowded Trades
U.S. High Yield Spreads: Too High?
U.S. High Yield: Fed Liftoff Won't Drive Spreads On The Upside
Service Vs. Industry: Any Positive Signal For The S&P 500?
EUR/USD Cross-Currency Swaps: Deeply Negative For The Long Term
Negative Swap Spreads And Refinancing Risk
A Tactical Long Position On U.S. High Yield Bonds?
Correction Or Bear Market?
Value Stocks Are Still Not Attractive
Long-Term And Short-Run Challenges For China In Two Charts
China: Much Ado About The Yuan?
A Tactical Bet On Emerging Markets
This Time The U.S. Dollar Will Rise Much Higher
Profitability And GDP Growth: Bad Omen For Stocks?
After The Fall: A Long View On The Link Between Oil And The U.S. Dollar
Fed Risk Vs. Grexit: A Volatility-Based Approach
Expected Growth And Earnings: A Case For Lower Equity Returns Ahead
Stock Returns On A Fury Road
A New Correlation Regime For Stocks And Bonds
What Will Stop The Rise In German Yields?
European Stocks Are Bound To Rise Much Further
Riding The U.S. Economic News Flow
The Looming Liquidity Crisis
Why Are U.S. Long-Term Yields Stubbornly Low ?
Negative Yields And Asset Allocation
EUR/USD And Cross-Currency Basis Swap
Quantifying The Impact Of A Strong Dollar On U.S. Growth
Negative Yields: Macro And Investment Perspectives
U.S. Treasury Yields: Flows Or Irrationality?
Another Sign That Wage Growth Is Healthy In The U.S.
The Changing Nature Of The Link Between Stocks And Exchange Rates
Gold In Euro: A Bullish Signal For The EUR/USD