$38.13
-0.395 (-1.03%)
At Close: Jun 03, 2026
Credit Cocktail Starting To Look More Attractive Based On Value And Lower Rates
10:20am, Friday, 22'nd Jul 2022
The credit cocktail has changed after the European Central Bank announced a 50bp rate hike. Thus, we conclude credit is now looking more attractive due to lower rates and the value priced in.
ECB May Limit Hikes As Recession Nears
02:20pm, Monday, 18'th Jul 2022
Europe is facing the risk of an energy shock-driven recession and periphery stress. That's why we think the ECB will stop hiking earlier than the Fed.
Rates Spark: It's The ECB That's Behind The Pace, Not The Fed
08:35am, Thursday, 14'th Jul 2022
The market now has more than a 50% probability attached to a 100bp hike from the Fed in July. We think this is overdone, and we think the bond market agrees with us.
The ECB And Mounting Eurozone Debt
11:21pm, Monday, 11'th Jul 2022
European debt ratios have barely budged since 2012. Some Eurozone countries, including Ireland, the Netherlands, Portugal, and Spain have spent the past decade deleveraging and their debt ratios have
Fears Of Another Eurozone Crisis Are Overblown
09:50am, Friday, 08'th Jul 2022
The reason for the new concern over another euro crisis is clear: the ECB's announcement of normalising monetary policy; i.e., the end of negative interest rates, a potential further series of policy
The Eurozone's Consumer's Still Not Putting Their Money Where Their Mouth Is
02:31pm, Thursday, 23'rd Jun 2022
Eurozone consumption is still experiencing a temporary bump from catch-up spending on services, although today's PMI figures are already starting to cast doubt on that view. This summer might still se
ECB Demonstrates Hawkishness
11:35pm, Thursday, 09'th Jun 2022
At the press conference today, the European Central Bank tried to demonstrate a gradually accelerating hawkishness, keeping the door open to a series of rate hikes. Whether the ECB is now fully determ
Why The ECB Has Little To Fear From Inflation Divergence In The Eurozone
01:42pm, Monday, 11'th Apr 2022
Measured in standard deviation, inflation divergence in the eurozone has never been higher than it is now.
Ukraine Could Be More Of A Game-Changer For Europe Than Covid-19
11:29am, Friday, 01'st Apr 2022
A large difference between the pandemic and the war in Ukraine is that supply chains are no longer “only” disrupted but they could be destroyed for good.
Eurozone Business Activity Growth Slows In March, Price Gauges At Fresh Record Highs
12:10pm, Friday, 25'th Mar 2022
Eurozone business activity growth slowed in March.
Looking Beneath The Turmoil In European Equity Markets
11:46am, Wednesday, 23'rd Mar 2022
European markets have been turbulent because of the region's proximity to the war in Ukraine and economic links with Russia.
Eurozone: How Accommodative Will Fiscal Policy Get?
10:45am, Friday, 18'th Mar 2022
The pandemic led to unprecedented government support schemes and a rethinking of government investment. Now, the war in Ukraine has led to a broad rethinking of European defence spending and yet anoth
There's Still Opportunity in Europe ETFs
03:08pm, Wednesday, 02'nd Mar 2022
With the Russia-Ukraine conflict ongoing and intensifying, it's easy for investors to say that they're going to pass on Europe stocks and exchange traded funds, even the ETFs that are lightly allocate
European Equities Getting Too Cheap to Ignore
12:51pm, Monday, 27'th Dec 2021
It's often said that European equities are inexpensive relative to U.S. stocks, and that has been the case for some time. Of course, valuation alone isn't reason to buy or sell a security.
Eurozone Labour Shortages Not As Clear Cut As You Might Think
02:04pm, Tuesday, 14'th Dec 2021
Labour shortages are reported to be limiting production more than ever in the eurozone, according to a business survey by the European Commission. One reason for the current labour shortage could be a
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