Podcast | Macro Hive Conversations With Bilal Hafeez

Juliette Declercq On Why Equities Are Not Overvalued

Macro Hive
Finance, Economics, FX, G7, Investment Strategies, Macro

In this episode, I talk markets with Juliette Declercq. She’s a leading macro strategist and runs JDI research. She has close to twenty years market experience, including stints at J.P Morgan, Morgan Stanley and Stone Milliner.

On the podcast, we discuss:

1. Why using past recessions is not a guide to the COVID crisis 2. Why P/E ratios are a poor guide to equity valuation 3. Not putting too much weight on weak employment data 4. Why Euro-area break-up trades are not attractive 5. Her view on the dollar and euro 6. The prospects of inflation.

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