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The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger
Conditions have Never Been Better for Equities, but Risks Loom in H2
The ECB Will Soon be Discussing When and How to Slow PEPP
The Virus will Soon be History, but are Markets Pricing in Too Much?
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
Equities are Still Detached from the Economy, for Good Reasons
The last-minute trade deal signed with the E.U. has put a spring in the s tep of U.K. equities.
In our last two Monitors we painted the picture of a bright world in which Covid-19 is swiftly vanquished by a vaccine next year. In this Monitor, we'll plant our feet back on...
Yesterday's news that Pfizer's Covid-19 vaccine has a 90% effectiveness against the virus is unequivocally good news for the EZ economy, even if its positive impact...
Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...
On a headline level, yesterday's IFO in Germany confirmed the main message from last week's PMIs.
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