Pantheon Macroeconomics - Strong real M1 growth suggests the cyclical recovery is in good shape. But recent economic data indicate GDP growth slowed in Q4, and survey evidence deteriorated in January. This slightly downbeat message, however, is a far cry from the horror story told by financial markets. The recent collapse in stock-to-bond returns extends the decline which began in Q2 last year, signalling the Eurozone is on the brink of recession.

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05 Feb. 2016 Bonds Signal an Imminent EZ Recession, but Don't Take the Bait

By Claus Vistesen

Strong real M1 growth suggests the cyclical recovery is in good shape. But recent economic data indicate GDP growth slowed in Q4, and survey evidence deteriorated in January. This slightly downbeat message, however, is a far cry from the horror story told by financial markets. The recent collapse in stock-to-bond returns extends the decline which began in Q2 last year, signalling the Eurozone is on the brink of recession.

Posted: 5th Feb 2016 in 'Eurozone Documents'

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Keywords for: Eurozone Documents | 05 Feb. 2016 Bonds Signal an Imminent EZ Recession, but Don't Take the Bait

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