Recession-Hard/Soft Landing
A Meaningful Revival In US Capex Intentions…
Does The Outperformance of UK Small Caps Have Legs…
The first in a series of Strategy Insights where we present a checklist for extending duration in each major government bond market. This first entry focuses on the US.
Outside of Germany, European growth fares better than many believe. Will this hidden resilience help the euro and push German yields higher?
Wage Slowdown Is A Positive Development For The ECB…
Easier Financial Conditions Won't Prevent A Recession…
The Signal From Raw Materials…
German Ifo Signals Stabilization, Not Meaningful Recovery…
Clients have been pushing back on our recession call on the grounds that it is incompatible with the economy’s second-half acceleration and the more recent easing in financial conditions. We examine both of those points in the course of doing some pushing back of our own.
DM Flash Manufacturing PMIs: Decoupling…