Europe
Euro Area Retail Sales: A Budding Rebound…
Eurozone Sentix: A Durable Improvement…
The Eurozone's Three Credit Phases In 2024…
The recent uptick in European economic data will not last beyond the next six months. How will European corporate credit perform in this context?
Inflation won’t fall fast enough for the Fed to cut rates preemptively before recession arrives. The risk/rewards balance is unfavorable for risk assets. Stay overweight bonds versus equities.
Italy And Spain Are Outperforming In 2023…
The Euro Enjoys Some Tailwinds…
On The Drivers Of BTP-Bund Spread Compression…
The Baltic Dry Revival
The…
The Netherlands' Right-Wing: Constrained By Parliamentary Politics…