Europe
The ECB Will Cut Rates This Week; The Next One Is More Likely To Come In December Than October…
Swedish Spreads Augur Poorly For Eurozone Stocks And Currency…
Bifurcated Demand For Semiconductors…
European Asset Returns Post Carry Trade Unwinding…
Refinancing Needs Are A Eurozone High Yield Headwind…
Euro Area Balance Sheet Health: Time to Call 911…
Even after the Fed cuts rates, policy will remain restrictive for some time. Moreover, in history, stocks have tended to fall around the first rate cut. We remain cautious on the outlook for the economy and risk assets.
Eurozone CPI At 3-Year Low Paves Way For September Cut…
Sweden Will Cut The Gordian Knot…
Carbon Credit Prices: The Correction Has Just Begun…