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  1. Only showing results from www.zerohedge.com

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  2. 2 days agoAuthored by Simon White, Bloom berg macro strategist, Global excess liquidity is falling in the US, and now in Europe as well, leaving equities in the region more vulnerable to declines unless the Federal Reserve pivots back to a more accommodative stance. Excess liquidity, the difference between real money growth and economic growth for the G10, has started to fall for the first time in two ...
  3. ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero. Home; Premium; Contributors; ... It's particularly evident in Europe. While the S&P 500 has moved higher since mid-May, aside from the August wobble, the Stoxx 600 has been mostly range-bound. During that period, which is a bit more than 100 trading days, the ...
  4. May 24, 2024"European equities have rallied strongly to reflect the change in sentiment and discount rates but if softer margins offset sales growth, earnings growth may not propel a bull market." After a massive outperformance from cyclical equities, mostly backed by earnings delivery and bottoming economic data, things are starting to look stretched.
  5. European stocks may be unlikely to outperform the US in the long run, but the region is now showing resilience and has some tailwinds in its favor. While the year is shaping up to be one of the worst on record for European equities relative to US peers, there's been a bit of a turnaround lately.
  6. That's because market signals are turning green: volatility is falling fast, French stocks are bouncing with traders cutting short bets, and Germany's DAX is hitting records. The Stoxx 600 just had a seven-day winning streak, its best since May, and the index's strength is becoming increasingly broad across sectors.
  7. The high market concentration seen in Europe so far this year may be an opportunity, according to some. The trend toward large global champions seems likely to continue with a monetary policy shift, multiple elections and geopolitical instability all on the cards for 2024.
  8. 5 days agoBy Mark Wilson, Goldman trader and managing director. In a week that contained an abundance of new micro info (from robust US large cap bank results, to an inflection in luxury consumer spend with standout results from both Richemont & Brunello, to confirmation of semi & AI demand trends with TSMC talking up 5yr revenue CAGR of ~20% and AI revenues to double again this year), two larger macro ...
  9. Dec 3, 2024European stocks have had a flat month, another departure from typically favorable last-quarter seasonal patterns. Contrarian bulls are starting to wake up to the depressed sentiment and extreme underperformance.
  10. Jun 27, 2024Europe - Europe for a reason. European equity stress remains very high. The gap between V2X and the VIX is huge. Source: Refinitiv Very stressed. The V2X vs VIX ratio is almost back to recent peak panic highs... Source: Refinitiv Merde. France vs German 10 year spread moving even higher... Source: Refinitiv More merde

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