Corporate Profits
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?
The Recession That Never Came…
Chinese Industrial Profit Growth Slows In October…
Consumer Discretionary Boasts Strongest Q3 Earnings Surprise…