Recession-Hard/Soft Landing
Equity Exposure Near 19-Month High…
China PPI Underscores Weak Economic Momentum…
Will The Equity Rally Broaden…
Investor Sentiment Surges To Highest Since Late-2021…
Eurozone Succumbs To A Technical Recession…
A benign disinflation will support equities over the next few quarters. Stocks will fall next year as a recession begins when investors least expect it.
Lower Eurozone Inflation Expectations Foreshadow Slower Wage Growth…
What’s going on? The market-weighted stock market is up. But the equally-weighted stock market is not up. Neither is credit. Neither are industrial metal prices. Neither is the oil price, despite two waves of OPEC output cuts. We explain the dichotomy. Plus: European basic resources stocks can rebound, but Netherlands is likely to reverse.
Swedish Economic Warning Signs…
US Unemployment Rate Rises, Nonfarm Payrolls Increase…