2019 Outlook - Late Cycle Blues
Comment of the Day

November 29 2018

Commentary by Eoin Treacy

2019 Outlook - Late Cycle Blues

Thanks to a subscriber for this report from Barclays focusing on European markets which may be of interest to subscribers. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

As if the Fed’s quantitative tightening were not enough, the Chinese economy which is the destination for a good proportion of Europe’s exports has been slowing. That’s before we even begin to think about the threat represented by the Italian populists or the ongoing Brexit saga. With the ECB ending its quantitative easing program is it any wonder European markets have been underperforming.

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