Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
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US LNG: Lessons from Europe
Following Mio Kato, CFA's "Will Toshiba Take On Its LNG Commitment, or Simply Pay Up?" insight, let's look at what happened since the opening of...
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EUROZONE: Weak Industrial Production Poses Risk to GDP Growth
Industrial production in Eurozone continues to struggle to gain momentum and came in weaker than expected in June which poses a risk to our GDP...
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EUROZONE: Industrial Production GROWTh Slows ACROSS SECTORS AND COUNTRIES
Weakness in industrial production growth in May was seen across most major sectors and economies, which clearly shows that the Euro Zone industry...
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Naturgy Clears MSCI Liquidity Test – Final Float at 18.6%, Passive Flows in Sight
Naturgy has raised free float to 18.6% and cleared MSCI liquidity thresholds. With February 2026 re-inclusion likely, €150–250M in passive flows...
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