Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
macro news
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Inflation rises in Germany, but falls across Europe as a whole
The Destatis agency said German CPI reached 6.4 per cent in June
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Europe’s economy tightens amid signs of recession
Financial conditions have “tightened further” in recent months – especially in Europe – according to the latest quarterly outlook report from Robeco. In Stuck Between a Rock and a Hard Place, the Dutch asset manager stated it had also seen “further tightening” in lending standards, which it added had arisen from the rapid rise in…
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Germany slips into recession
German economy contracted 0.5% in Q4 2022