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Manufacturing

A Bearish Signal From Commodities…
A Disappointing First Read On US Manufacturing…

This week, we cover the main questions we fielded during our latest client trip in Europe. Among the many topics broached are Europe’s recession odds, the impact of China’s stimulus, and the outlook for European markets.

BoJ To Keep Normalizing Despite Dovish Ishiba…
US Aggregate Data Hint At Accelerating Activity…
Fade The Improvement In Eurozone Investor Sentiment…
Record-High Uncertainty Constrains Small Business Hiring and Capex…
Which Supply-Side Oil Market Crosscurrent Will Prevail…
German Factory Orders Disappoint…
Industrial Real Estate Repricing…