Europe
Listen to a short summary of this report Executive Summary Sales & Profit Margins: The Two Propellers That Powered The Post-GFC US Rally
What Has Driven US Outperformance Post-GFC…
The BoE Isn’t Done Hiking Yet…
The Riksbank Plays Catch Up…
Fall Rotation: European Sectors…
Cable Struggles Under Weight Of Stagflation…
Executive Summary The US inflation surprise increases the odds of both congressional gridlock and recession, which increases uncertainty over US leadership past 2024 and reduces the US’s ability to lower tensions with China and Iran. Despite…
Listen to a short summary of this report Executive Summary GIS Projection For The EUR/USD
It’s Time To Buy The Euro…
Executive Summary At the margin, the European Union’s proposed €140 billion “windfall profits” tax on electricity providers not using natural gas to generate power will blunt the message markets are sending to consumers to conserve energy, by distributing…
Eurozone Industrial Production Disappoints in July…
Zew Slumps In September…