Ifo Watch: Signs of Disinflation Bottoming Out in Germany?
Takeaways: Some very gloomy signs in the IFO survey details with Capital Goods production expectations nose-diving in a recessionary fashion
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ECB Bank Loan Survey Nugget: Tight Supply and Even Less Demand
The net tightening of credit standards amongst Euro Area banks moderated slightly compared with the previous quarter, but the main impact of the...
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Portfolio Watch: Surfing the Boomer Wave
Hello everyone and welcome back for our weekly Portfolio Watch!We have had a great week here with our book as we have switched exposure from US...
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Weekly Market Monitor - Week 21 - Embracing the AI Boom
The AI Boom is real but also poses two big challenges for investors. Also real is the likelihood of another credit event now that bond yields are...
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Weekly Market Monitor - Week 19 Macro Momentum Is Fading, but Market Momentum Is Building.
Macro Momentum is fading, but market Momentum is building. Even though the outlook for Equities is challenging, markets couldn't care less currently.
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