…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...
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… pro-market reformist agenda could unlock French growth and we think it could prove a significant positive catalyst for European equities more broadly if the political risk premium is priced out against a solid European and global growth backdrop. More of the same expected in Ge...
Question: Obviously, before the European elections the two parties had a clear link to Putin. If one of the representatives of the dangers of capitalism is the state involvement in capitalism, so, I see there, also Marine Le Pen campaigning in Moscow with Putin, and also UKIP str...
…ing fiscal cliffrisks, Asian equities are benefiting from concrete signs that economic activity is rebounding in China. European equities are benefiting from greater improvement in financial conditions, although they are more vulnerable to noise around the Greek and Spanish issue...
…rcentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moo...
…urther information. We look forward to hearing from you soon. THC TIIC Group backed by Edmond de Rothschild, is a pan-European infrastructure firm advising on mid-market infrastructure projects across Europe in both the transportation and social sectors. It was established in 2...
Unauthorized redistribution of this report is prohibited. This report is intended for [email protected] European Equity Strategy 2017 year ahead - Refining the reflation rotation Key takeaways ¢ 2017 - Reflation, Reversal, Rotation, Relief or Revolt. EPS to turn +ve but pol...
Eye on the Market July 25, 2011 J.P Morgan Topics: US debt ceiling negotiations, a more ambitious European bailout plan (finally), and how large cap growth stocks and rising corporate profits are patiently waiting for both of them to end What the EU gave: an easing of lending...
European volatility: Sector snapshot Table 5: Volatility measures and indicative option prices for major European sector indices (data as of 16-Jun-17) Bearish — <<<< ---------------------eecnnnenccnnencecnennncnnnnes >>>> Bullish 3Mth ATMf implied 3Mth 90%-110% risk Equity vol...
…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...
…their dislike of his aims. In this week's issue, the left-wing German weekly Stern articulates the greatest fear of the European establishment: that Bannon "could give the fragmented right in Europe a common ideology and rhetoric." Many thought that the reign of the "Dark Lord" h...
…rcentage of its GDP. Absent a decision by Germany to move to Federalism or a lot more debt monetization by the ECB, the European Monetary Union (as it is currently configured) could be facing its final stretch. Today’s reported move by Italian regulators to seize documents at Moo...
…ore victories for Brexit and Trump seemed possible, Bannon declared there was a “global tea party movement” and praised European far-right parties like Great Britain’s UKIP and France’s National Front. Bannon also suggested that a racist element in far-right parties “all gets kin...
…icantly in the coming 12-18 months. Our Oil analysts model between 8 and 17% upside to operating cash flows in 2017 for European integrated stocks if assumed crude prices are increased $10 from $50 to $60. That makes the highest DY in market at ~6% more sustainable out of FCF cov...
…ITH his panoramic view of world affairs sharper than ever, Paul Keating blames the current global crisis on blunders by European and US leaders and warns that Australia must rediscover the keys to national success. Interviewed in his Sydney office, furnished in a style he calls "...