The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE
Any European small/mid cap FMs catching the falling knife in Amadeus Fire? If Germany's labour market turns, it should have some legs, though perhaps its model is doomed?
Belgian dentists recently allocating 50% of their pension pot to private credit after volatility has come down a notch. https://t.co/vOglUU153U
One of the under-reported stories in DM fiscal discourse is that for all the talk about how treasuries in the UK, US, France etc 'want' lower rates, they also want, and desperately, need high(er) inflation and the nominal tax revenue...