Sinds 2007 leven we in een wereld met andere waarderingen voor aandelen dan daarvoor. Dividenden moeten hoog zijn versus de rente op staatsleningen anders gaan de koersen omlaag.
Heel anders dan vroeger is nu hoge inflatie een plus voor de koerswinstverhoudingen zoals het plaatje van Yardeni laat zien. Hoe hoger de inflatieverwachting volgens voor inflatie geïndexeerde Amerikaanse staatsleningen (TIPS), des te hoger de koerswinstverhoudingen. Daarom vindt de FED Quantitative Easing zo verleidelijk: dat veroorzaakt hogere impliciete inflatieverwachtingen. Dat moet via hogere koerswinstverhoduingen en dus aandelenkoersen zorgen voor meer vertrouwen, het weer op gang brengen van de huizenmarkt, kredietverlening en andere zaken die zo moeizaam zijn sinds de kredietcrisis.
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