Is the die cast?
Category: europe
Oh, Good: ‘Global Recession’ Tops Worry List In Closely-Watched Credit Survey
Don’t worry, China will save us.
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
‘Trade Tensions Have Not Disappeared’, Goldman Warns
Curb your enthusiasm?
Congrats, Germany: You Avoided A Recession
And that’s pretty much where the good news stops.
The Slowdown Cometh: Global Growth Outlook Suffers Another Body Blow In Deep EC Cuts
This was not digested particularly well.
From Germany To Down Under, Global Slowdown Narrative Finds Validation
There was some fresh fodder for the “global slowdown” narrative on Wednesday.
Presenting, One Bank’s ‘Refi Losers’
Domino effects.
In Brazen Move, EU Set To Officially Launch Iran SPV Designed To Circumvent Trump’s Sanctions
Now let’s see how Trump responds.
‘We Feel The Need To Shout About This Risk Even Louder’: Angels In Europe
Fallen angel risk, European style.
Obligatory ECB Post Alert: Draghi Postmortem
Same story: stark juxtaposition between crashing data and the end of APP.
‘V’ Is For ‘V-Shaped’
Waiting on “a message”.
What Does The Worst Slump In German Industry Since 2009 Have To Do With Samsung?
Connect the dots, la, la, la.
Requiem For 2018: A Visual Retrospective
At least we know what 2019’s consensus longs are.
De-Globalization And The Path To Ruin – Random Thoughts On A Friday
This won’t end well for anyone.
It Was All A Dream…
Oh, the irony…
A Brief ECB Post-Mortem As Draghi Again Breezes Through Unscathed
On message – assuming you can decipher what the message was supposed to be.
ECB Ends QE And, Critically, Enhances Forward Guidance Around Reinvestments
“…for an extended period of time past the date when it starts raising the key ECB interest rates.”
From Italy To Deutsche Bank, A Hilariously Sarcastic Take On Wednesday’s Top European News
Whatever you call it, don’t call it “clarity”.
Another ‘Oh FFS’ Moment For Brussels: Macron ‘Yellow Vest’ Concessions Set Stage For Budget Battle
Europe can’t catch a break.
If You Don’t Count Everything, Nothing Went Wrong For European Stocks On Monday
Draghi is going to need to pull out all his tricks on Thursday.
The Best-Laid Plans: Full Week Ahead Preview
“…often go awry.”
Looking For Something To Fade? Monday’s Furious Rally In Italian Assets Will Do
You’d be forgiven for being skeptical.
Euro Sinks To 16-Month Low As Italy Dares Brussels To Accidentally Create More Populists
“If you strike me down, I shall become even more irrational than you can possibly imagine.”
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