PE Ratios Tag

S&P500 P/E Expansion May Be Difficult Over The Next Few Quarters

07 Feb, by Knowledge Leaders Team in Uncategorized

Over the past 10 years the S&P 500 Price to Earnings ratio and the real trade-weighted dollar index have had a nice correlation. As the dollar has strengthened P/E ratios have expanded (with a three quarter lead for the dollar)....

Risk is On as France Gets Downgraded

08 Nov, by Knowledge Leaders Team in Uncategorized

We find it interesting that on a day when the French government gets its credit rating downgraded the spread between French OATs and US Treasury Bonds widens to the highest level since April 2010, with OATs now yielding 52bps less than USTs. This spread can...