markets Tag

European Markets Grapple with Nagging Reality

23 Feb, by Knowledge Leaders Team in Economy, Markets

Investor concerns over the potential for poor European growth in the foreseeable future have eased thanks to the flurry of economic data coming out stronger than expected this year. That same data though has led investors to again fear what they thought was behind them...

The Deus ex Machina Scenario

19 Aug, by Steven Vannelli, CFA in Economy, Markets, News

Given all the confusion in the world around COVID, supply chains, inflation dynamics and war, there are lots of potential externalities that could resolve themselves unexpectedly. We call this the Deus ex Machina scenario. Our analysis follows in our Mid-Quarter Update. Prefer to download this presentation in...