Corporate
Favor European Peripheral Bonds Over High Yield Credit…
Will The Magnificent Seven Continue To Power The US Equity Rally…
M7 Are Making Outsized Earnings Growth Contributions…
European Stocks Are Vulnerable…
The Signal From US Equity Valuations And Technicals…
Explore the eight main themes that will drive the returns of European assets in 2024.
The AI Gold Rush Will Struggle To Find Gold…
Deflationary Pressures Linger In China…
Euro Area Earnings Are Set To Contract…
The recent decline in yields has powered European equities higher, however, this rally cannot last if earnings decline meaningfully. With this in mind, are our earnings models flagging risks for stocks next year?