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European Stocks Are Cheap Now: Ian Harnett

04:14pm, Wednesday, 25'th Nov 2020
Nov.25 -- Ian Harnett of Absolute Strategy Research talks about European stocks. He is on "Bloomberg Markets: European Close.
Nov.11 -- Stefan Hofer, Asia managing director and chief investment strategist at LGT Bank Ltd., discusses the rally in Japanese stocks, emerging markets and his outlook for the U.S. dollar.
Serious implications arise from governmental shutdowns. The success or failure of an outcome may come down simply to how it affects most people.
Alarm bells are ringing. Chances of a drop in eurozone GDP are increasing.
We are coming up on 13 years of nearly relentless outperformance by U.S. equities relative to counterparts in Europe.

Week Ahead - More Stimulus On The Way?

10:54am, Sunday, 13'th Sep 2020
The final months of the year are going to be extremely challenging for the global economy, with experts predicting another significant wave of COVID-19 which risks further restrictions around the worl
Japan's August producer prices were 0.5% lower than a year ago, improving from -0.9% in July. Sterling is easily the worst-performing currency in the world this week, losing approximately 3.6% against

ECB CRIB Sheet September 2020 Meeting

06:41am, Thursday, 10'th Sep 2020
In China, exports were stronger than expected, rising 9.5% from a year ago, while imports were weaker than anticipated, dropping 2.1%.
The pressure is on the ECB to follow the Fed’s monetary policy framework change example. The various heterogeneous national fiscal responses to the COVID-19 pandemic threaten to deliver Eurozone fra

Much Of Southern Europe Is Insolvent

10:02am, Friday, 04'th Sep 2020
Don't take the recent euro strength at face value, it's simply the result of US rates finally plunging to zero.
The US employment report is front and center. The euro recovered smartly yesterday, making new highs late in the North American session, even as equities were hammered.
This chart dump is a quick review of the relative fiscal response of major national governments around the world.

Markets Prove Resilient To Start New Week

07:45am, Monday, 24'th Aug 2020
US shares are firmer, and after setting a new record ahead of the weekend, the S&P 500 is poised to gap higher.

Week Ahead - Jackson Hole Goes Virtual

09:24am, Sunday, 23'rd Aug 2020
It's been a relatively slow summer so far as we prepare for a huge run in to the end of the year. A potential multi-trillion dollar stimulus plan, COVID vaccine and fierce White House race awaits us i
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