Manufacturing
Deteriorating ZEW Doesn’t Alter ECB’s Path Over Remainder Of 2024…
Fade Empire State Manufacturing Survey’s Positive Signal…
Lower Mortgage Rates Won’t Move The Needle In China…
Semiconductors Distort The Message From Asian Trade…
The US suffers from enough imbalances to produce a mild recession. Unfortunately, such a recession could lead to a significant bear market in stocks, just as it did during the very mild 2001 recession.
The ECB will cut rates once more this year; however, markets underprice how far it will ease next year.
Heed The Signal From Commodities…
Chinese Deflation Pressures Worsened In August…
Swedish Spreads Augur Poorly For Eurozone Stocks And Currency…
Crucial leading indicators of the global and European economies continue to deteriorate. How should investors position their European portfolios to benefit from these trends?