Europe
German Factory Orders Disappoint…
KOF Decouples From Other Global Growth Indicators…
Little Economic Impact From EU EV Tariffs…
BoE Hints At “More Aggressive” Pace Of Easing…
Global Manufacturing PMI Contraction Worsens…
ECB To Ease More Aggressively Next Year…
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
The Eurozone’s Bright Spots…
Services Inflation Still Too High For October ECB Cut…
European Assets After The Politburo Shock…