Section
Europe
485 posts
James Paulsen: Investment Outlook (October 14, 2014)
Buying the Eurozone? by James Paulsen, Chief Investment Strategist, Wells Capital Management The speed by which the eurozone…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Super-Mario: Dr. Oz of Central Banking
Super-Mario: Dr. Oz of Central Banking by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · In July…
Could Bad News Mean Good News for European Equities?
by Michele Patri, AllianceBernstein Much of the recent economic data from the euro zone has been decidedly downbeat,…
Does the ECB's QE Make European Stocks Attractive?
Does the ECB's QE Make European Stocks Attractive? by Michelle Gibley, CFA, Director of International Research, Schwab Center…
Contrarian View: Eurozone's Economy is Turning the Corner
by Sober Look The take-up of the ECB's TLTRO program announced back in June was materially lower than…
Draghi Sharpens “Three Arrows” for Europe
by Darren Williams, AllianceBernstein When the European Central Bank’s Governing Council convenes tomorrow in Frankfurt, there will be…
Guy Haselmann: "Long ECB, Short FRB"
Long ECB Short FRB by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · New ECB actions were…
Draghi’s Difficult Dance
Draghi’s Difficult Dance by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · Draghi’s clever Jackson Hole speech…
Liz Ann Sonders: Skittishness
Skittishness by Liz Ann Sonders, Brad Sorensen, and Michelle Gibley, Schwab.com August 15, 2014 Key Points Stocks suffered…
Time to Buy Europe
From some perspectives Europe is on sale. When I look at the chart of the Euro STOXX 50,…
Vialoux's Tech Talk: June 26, 2014
by Don Vialoux, Timing the Market Jun 26 Interesting Charts European equities and related ETFs are under technical…
ECB's TLTRO Impact Questioned as the Carry Trade Provides Easy Money
by Sober Look The Eurozone banks' longer-term borrowings from the central banking system continue to decline, a trend…
Why New ECB Stimulus is Unlikely to Revive European Economy
Why New ECB Stimulus is Unlikely to Revive European Economy by Kathy Jones, Schwab Center for Financial Research…
Here Comes QE In Financial Drag: Draghi's New ABCP Monetization Ploy
by David Stockman via Contra Corner blog, You can smell this one coming a mile away: The European…
From Constantinople to Istanbul, Turkey Has Never Been Better
From Constantinople to Istanbul, Turkey Has Never Been Better By Frank Holmes, CEO and Chief Investment Officer, U.S.…
