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At Close: Jun 03, 2026
International Economic Week In Review For 2/17-2/21
07:57pm, Sunday, 23'rd Feb 2020
Trade data shows continuing weakness. The PBoC cut rates, indicating that Chinese growth for the first quarter of 2020 will probably be weak. Most of the charts
International Economic Week In Review For 2/10-2/14
09:13pm, Sunday, 16'th Feb 2020
The OECD leading indicators are indicating growth. However, the negative impact of the coronavirus will probably hurt growth. Global equity markets rebounded th
Week Ahead - Turning A Corner On COVID-19
03:16pm, Sunday, 16'th Feb 2020
Once the initial panic has passed, investors have taken the spread of COVID-19 in their stride, a little too much you could argue. Next week is typically among
Eurozone Manufacturing Recession Although Not The Eurozone As A Whole
09:21pm, Monday, 10'th Feb 2020
It's becoming ever clearer that eurozone manufacturing is in recession even if the eurozone economy as a whole is just about managing to keep growing. This isn'
The Week Ahead - Virus Risk Uncertainty, Powell Testifies To Congress, RBNZ To Signal Patience, And Germany's Recession Fears
12:05pm, Saturday, 08'th Feb 2020
Wall Street's resilience will be tested again as some clarity emerges on whether the Chinese containment efforts were successful in limiting the spread of the v
Dealing With The Next Downturn
11:56am, Friday, 07'th Feb 2020
For 2020, we're not too worried about an economic downturn. In fact, we are expecting some pickup in growth. There's some more room, but in terms of dealing wit
K2 Advisors: First-Quarter Hedge-Fund Strategy Outlook
09:21am, Friday, 07'th Feb 2020
A rotation into non-US equity markets may become evident in 2020, and many macro commodity trading advisors and equity long/short managers may benefit from this
Closing The European Performance Gap
11:57am, Thursday, 06'th Feb 2020
The events that drove 2019’s market rally in Europe - accommodative central bank monetary policy, a clearer Brexit path and progress on a US-China trade deal -
A Value Investor View Of Market Dynamics And Potential Dislocations
02:21pm, Tuesday, 04'th Feb 2020
Equities saw strong 2019 performances across the globe. The UK market has lagged equities globally and still trades at a discount on a number of measures. Withi
The Season Of The Witch
01:11pm, Thursday, 23'rd Jan 2020
Politics is always part of the markets. Most of the time though they take a second seat to economic data. We are about to enter a time when politics are going t
ECB's Strategic Review And The Coronavirus Command Investors' Attention
12:51pm, Thursday, 23'rd Jan 2020
The Shanghai Composite tumbled 2.75% today, bringing the week's loss to 3.2%, the most in five months. Europe equities are lower for the fourth day, but losses
International Economic Week In Review 1/13-1/17
04:41pm, Monday, 20'th Jan 2020
China appears to be stabilizing. U.K. and EU data are still soft. Global equity markets are generally in good shape.
Eurozone Inflation - Not Much The ECB Can Do About It
03:55pm, Monday, 20'th Jan 2020
The European Central Bank faces something of a problem - inflation's too low in the eurozone. OK, we know how to increase inflation, but the appropriate policy
Germany, Maybe Europe: No Signs Of The Bottom
08:30pm, Friday, 17'th Jan 2020
For anyone thinking the global economy is turning around, it's not the kind of thing you want to hear. Year-over-year, industry at least across all of Europe co
Jobs Friday: Asymmetrical Risks?
12:34pm, Friday, 10'th Jan 2020
Benchmark 10-year yields are softer in Europe, with Italy's six basis-point decline leading the way. The US 10-year is little changed on the day near 1.85%, hol
