Manufacturing
Trade Tensions Will Keep Weighing On German Factory Orders…
Fed Beige Book Shows Modest Growth, Cooling Labor Market…
Caixin Services PMI Confirms Chinese Stimulus Is Not Enough…
ISM Services Signals Slowing Employment…
Europe: A New Hope?
Europe…
Investors have given up on European assets, which now suffer exceptional discounts to US ones. However, tighter US fiscal policy, the end of Europe’s austerity and deleveraging, the LNG Tsunami about to hit European shores, and the global capex fueled by the Impossible Geopolitical Trinity mean that Europe’s time to shine will soon come back.
Investors have given up on European assets, which now suffer exceptional discounts to US ones. However, tighter US fiscal policy, the end of Europe’s austerity and deleveraging, the LNG Tsunami about to hit European shores, and the global capex fueled by the Impossible Geopolitical Trinity mean that Europe’s time to shine will soon come back.
China PMIs: Still Looking For A Turning Point…
ISM Manufacturing: More Than Meets The Eye…
Japan: Keep Betting On Divergence…