Europe
A Bout Of Deflation Would Disproportionally Penalize European Equities…
Executive Summary Then And Now
Then And Now…
Listen to a short summary of this report. Executive Summary Chart 1The Dollar Has Broken Below The First Line Of Support
The Dollar Has Broken Before The First Line Of Support…
Executive Summary Oil Markets Remain Tight
Oil Markets Remain Tight…
Listen to a short summary of this report. Executive Summary The Euro And The Chinese Credit Impulse
The Euro And The Chinese Credit Impulse…
The UK Is Facing Recession. How Much More Can The BoE Tighten…
Counterpoint’s August schedule: Next week, I am travelling to see clients in Australia, New Zealand, and Singapore, so we will send you a report on China’s 20th National Party Congress written by our Chief Geopolitical Strategist, Matt Gertken. Given that the…
Relative Economic Surprises Have Turned Against EUR/USD…
Listen to a short summary of this report. Executive Summary Investors Are Pricing In A Much More Aggressive Tightening Cycle Than At The Start Of The Year
Investors Are Pricing In A…
Dear client, There will be no regular bulletin from the European Investment Strategy team next week to allow us to take some time off. We will return to our regular publishing schedule on August 15, 2022. Kind regards, The European Investment Strategy…