Beyond Bulls & Bears

Quick Thoughts: Is it Europe’s moment to shine?
Equity

Quick Thoughts: Is it Europe’s moment to shine?

European economies, long seen as sluggish, are experiencing a renaissance. Germany is leading the charge with a historic investment in defense and infrastructure, while the EU provides crucial support. This article from Franklin Templeton Institute delves into the factors driving this economic surge and the challenges that lie ahead.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The Bank of Australia holds its policy meeting on Tuesday and markets anticipate its key interest rate will be lifted by 25 bps after a four-month pause. It could prove an interesting contrast versus the picture developing elsewhere, as the European Central Bank, Fed and BoE all remained on hold at recent meetings.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Earnings will be a clear focus for markets this week, as third quarter reporting kicks into gear in Europe and the United States. Events in the Middle East will also be closely watched.