Economic Growth
The real threat to European equities is growth, not political risk. How low will Eurozone earnings fall during the coming recession and how much will equities decline in response?
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The Culprit Behind Poor EM Performance…
China Faces Daunting Challenges…
Copper Bulls Have Gotten Ahead Of Themselves…
Does the incipient slowdown in European data herald a soft landing and a goldilocks period for equities? We have our doubts.