Posts Tagged ‘Weekly view’

Weekly View – assessing the strength of the US economy and corporates

After the release of tepid consumer spending and business equipment figures for May, this week will be important in helping us gauge the prospects of the US economy, with the latest Fed minutes released on Thursday and US payroll figures a day later. The minutes should reflect our belief that the economy is in good […]

Weekly View – Greece out of the woods, Italy raising doubts

The week gone by saw some good news in Europe in the form of a debt relief agreement for Greece that ends eight years of bailouts and gives that country some measure of spending flexibility. The agreement sparked an encouraging rally in Greek equities and bonds. The latest flash purchasing managers’ index (PMI) figures also […]

Weekly View – Italian worries subside for now

Last week was eventful, with Italian bond spreads rising sharply on the threat of fresh elections and then partially recovering when a government was eventually formed. We do not think that the crisis engulfing Italy has ended. After the summer, the new populist government’s unfunded fiscal plans could put Italian bond yields under renewed pressure. […]

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