Europe
Dissipating Pipeline Pressures In Germany…
How Much Higher For German Yields…
European yields are testing the upper end of their recent trading range. Is the European economic outlook consistent with an imminent breakout?
The UK's Inflation Problem Lives On…
Eurozone Earnings Follow Nominal Growth…
Sweden Is The First In Line For A Global Manufacturing Rebound…
European real GDP growth is stabilizing, so why would European equities continue to trade sideways for the remainder of the year? The answer lies with nominal growth and its impact on earnings.
The global economy will not enjoy an “immaculate disinflation” but will suffer a very maculate one due to China’s growth slowdown and restrictive monetary policy in the developed world. Investors should stay overweight low-beta assets.
Bullish Implications For Greek 10-Year Government Bond Spreads…
GBP Is At Risk Of A Pullback…