Europe
Will US Stocks Retain Their YTD Lead…
Structural Bear Market For European Bonds…
Has The ECB Reached The Pinnacle…
German Business Sentiment Inches Up In October…
In this Special Report, we introduce two strategies that use our Central Bank Monitors for global fixed income country allocations and currency trades. We find that using the Monitors in country selection helps improve the performance of a developed markets government bond portfolio. The CBMs can also help substantially minimize the drawdowns on a standard FX carry strategy.
The US Remains Economically More Resilient Than Its Peers…
Restrictive Policy Weighs On Eurozone Credit Sector…
Eurozone Sentiment: A Self-Defeating Upswing…
Europe’s weak patch is not about the ECB’s policy tightening, at least not yet. 2024 is another story, and the ECB’s policy will prompt a Eurozone’s recession around the summer.
New Record Decline In German Producer Prices…