Sectors
Germany’s economy has lagged that of the rest of Europe for nearly 10 years. So have German stocks. Investors are extrapolating these trends to bet on the country’s deindustrialization. Could Germany manage to beat dismal expectations?
Economic Sentiment And The US Election…
Germany: Sick But Not Dead…
A Hot October For Tokyo CPI…
What’s Behind Rising Economic Surprises…
The Simple Economic Identity Haunting China…
Elevated Equity Multiples Point To Low Long-Term Returns…
Is Japan A Threat To The US Bull Market…
Dear client, We are launching a new type of Daily Insight titled “Cross-Asset Focus”, where we delve into the dynamics between multiple asset classes, tying them to the current macro and market regimes. The inaugural entry looks at the dynamics between equities and bonds since the August…
UK Housing At Crosswinds…