Good news, bad news.
Category: europe
Case For Aggressive ECB Easing Gets Stronger With Icing-On-The-Cake Inflation Revision
Just another piece of evidence to bolster the case for plunging back down the accommodation rabbit hole.
German Stimulus Rumor Mill Kicks Into High Gear With Recession ‘Contingency Plan’ Report
If you ask nicely, Germany might be willing to spend a few billion.
‘Sick Man’ Germany Stumbles To Second Contraction In Four Quarters – Recession Looms
“The impact of weaker growth on the labor market is becoming more visible”.
Elections Are Coming: Salvini Pulls Plug On Italian Government At Long Last
It was a long time coming.
‘Boom!’: Did Germany Just Change The Game With Long-Awaited Fiscal U-Turn?
“Fiscal [stimulus] changes the whole equation”.
German Industrial Production Crashes Most In A Decade, ‘Dooming’ Economy
That’s “pretty awful”.
After The Storm: Full Week Ahead Preview
So much for the summer “lull”.
In Europe, No Green Shoots
There’s little here to suggest the malaise is likely to clear.
‘Living In A Very Strange World’
“Negative credit could soon be the norm”.
ECB Teases Rate Cuts, Tiering And A Restart To QE
Whatever it takes – again. And again.
‘This Could Trigger An Actual Recession’: Folks Are Getting Worried About Germany
“…at this point though, the manufacturing slowdown in the EZ is so real that it risks dragging Services with it”.
‘From Bad To Worse’: Yields Plunge To Record Lows As German Manufacturing Falls Off A Cliff
This “raises the risk of the euro area’s largest member state entering a mild technical recession”.
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
ECB Minutes Show Readiness To Cut Rates, Restart QE, Because Whatever (It Takes)
It’s time to use “all of the instruments” again.
Gloomy EU Projections Give ECB Another Justification For Rate Cuts, Easing
“Risks to the global economic outlook remain highly interconnected and are mainly negative.”
Hot Seat: Full Week Ahead Preview
Don’t call it a “return”.
Good News! Italy Avoids Fiscal Persecution As Europe Calls Off The Dogs
“This is good news for Italy and for the euro area”.
Just When You Thought It Was Safe, Tariff Man Strikes Again, Threatens Duties On $4 Billion In EU Goods
The supplemental list includes items like frozen hams, fruit mixtures, coffee and uncooked pasta.
Some ‘Mind-Boggling’ Numbers From The World Of Negative-Yielding Debt
“It was monetary mania last week…”
Mario Draghi Delivers A Mini-‘Whatever It Takes’ In Sintra
Can you hear me now?
German Economy Gets More Bad News
Germany can’t catch a break.
Just Call It A Coin Flip: 40% Chance Trump Slaps Europe With Auto Tariffs, Goldman Warns
The whole thing is now maddeningly reflexive.
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