creditcapitaladvisory.com
Careers - Credit Capital Advisory
http://www.creditcapitaladvisory.com/careers
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. We are always looking to work with individuals who have a different perspective on credit markets. If you believe that credit modelling requires a new approach, and have the experience and skills, we would be delighted to hear from you. Please send an email to: careers@creditcapitaladvisory.com. On The Phillips Curve is Horizontal. On The Phillips Curve is Horizontal. Http:/ ftalphaville.ft.com/. Http:/ www.johnkay.com.
creditcapitaladvisory.com
News - Credit Capital Advisory
http://www.creditcapitaladvisory.com/news
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Publishes article by Thomas Aubrey on investment management and corporate governance. Renowned economist Mark Skousen. Profiting from Monetary Policy. Reviews Profiting from Monetary Policy. Profiting from Monetary Policy. Interviews Thomas Aubrey about his new book. Profiting from Monetary Policy. Webinar on Thursday December 13th on how to profit from the failure of monetary policy. To register please click on link. Http:/ www...
creditcapitaladvisory.com
About - Credit Capital Advisory
http://www.creditcapitaladvisory.com/about
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Is a specialist consultancy dedicated to providing greater insight and transparency into the disequilibrium effects of credit markets and how they impact credit portfolios and capital values. By exploring disruptive technology and new business models with our partners, we also aim to improve the efficiency and effectiveness of financial markets. On The Phillips Curve is Horizontal. On The Phillips Curve is Horizontal. Http:/ johnco...
creditcapitaladvisory.com
A Swedish perspective on the equilibrium level of interest - Credit Capital Advisory
http://www.creditcapitaladvisory.com/2014/09/04/swedish-perspective-equilibrium-level-interest
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. A Swedish perspective on the equilibrium level of interest. Sep 4, 2014. The equilibrium rate of interest in the history of economics has been a surprisingly controversial topic. In a brilliant essay [from 1979] the Swedish economist Leijonhufvud. Suggests the underlying controversy never really went away. Chart 1: US Real interest rates and inflation expectations. So why is there still a controversy then? It’s all in the data.
creditcapitaladvisory.com
Reserve Bank of India Should Not Let Monsoon Dictate Monetary Policy - Credit Capital Advisory
http://www.creditcapitaladvisory.com/2015/06/25/reserve-bank-india-let-monsoon-dictate-monetary-policy
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Reserve Bank of India Should Not Let Monsoon Dictate Monetary Policy. Jun 25, 2015. However, when the monsoon rains kicked in during the week of June 15, they were better than forecast. The possibility of an interest rate rise to curtail potential rising inflation expectations due to higher food prices has now fallen. As a result the SENSEX surged more than 3% during that week. Down, down, inflation and down. Although inflation has...
creditcapitaladvisory.com
People - Credit Capital Advisory
http://www.creditcapitaladvisory.com/people
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Credit Capital Advisory was founded by Thomas Aubrey in 2012 to provide insight into the links between credit creation and asset values across global markets. Our deep understanding of credit markets enables us to provide further analytical services around credit modelling which complement our macro credit research services. On The Phillips Curve is Horizontal. On The Phillips Curve is Horizontal. Http:/ ftalphaville.ft.com/.
creditcapitaladvisory.com
Preserving capital and avoiding market volatility - Credit Cycle Investing - Credit Capital Advisory
http://www.creditcapitaladvisory.com/2014/12/17/preserving-capital-avoiding-market-volatility-credit-cycle-investing
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Preserving capital and avoiding market volatility – Credit Cycle Investing. Dec 17, 2014. The rate of profit growth appears to have stalled in the United States resulting in declining equity valuations. However, the extent of the cumulative credit process in this credit cycle implies a much lower level of asset correlation than in previous cycles. Profiting from Monetary Policy. According to a McKinsey. 8230;] the ex-ante outlook f...
creditcapitaladvisory.com
Credit Portfolio Modelling & Valuations - Credit Capital Advisory
http://www.creditcapitaladvisory.com/credit-modelling
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. Our credit-based macroeconomic model estimates the extent of implied systematic risk by country based on the cumulative effect of credit disequilibrium. This approach provides more insight into the nature of unexpected losses as the business cycle shifts, enhancing the risk management of credit portfolios. On The Phillips Curve is Horizontal. On The Phillips Curve is Horizontal. Http:/ ftalphaville.ft.com/. Designed by Elegant Them...
creditcapitaladvisory.com
Investment Return Tables - Credit Capital Advisory
http://www.creditcapitaladvisory.com/investment-return-tables
Credit Portfolio Modelling & Valuations. Research & Capital Preservation. The two tables below contain investment return information to support the argument in. Profiting from Monetary Policy. For a shift away from the current general equilibrium approach of investing assets towards a credit disequilibrium framework. Table 1.1: Real return comparisons using ex-ante Wicksellian Differential delta as asset class selector. On The Phillips Curve is Horizontal. On The Phillips Curve is Horizontal. Http:/ alph...
