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Snippets • 3 min read ZEW signals: Equities, Europe, Tech and Cyclicals Some interesting messages from the latest set of ZEW analyst expectations. I have written before that the ZEW survey is…
Snippets • 1 min read Commodity bullishness is spreading Commodity sentiment was bifurcated for a long time. That is starting to change. For much of the past year, commodity…
Snippets • 1 min read Geopolitical Risk Index falls to 135 The Geopolitical Risk Index has fallen to 135. That’s down from the spike up to 500 at the start…
