Independent Strategy

Tags: Euro

Global

REPORT » 10th April, 2019 » Much ado about nothing?

The slowdown in global growth has been accompanied by an inversion of the US yield curve — the one recession indicator that always enlivens markets. While statistically the curve is an excellent forecaster of downturns, there is much to suggest things might be a little different this time.

Eurozone

REPORT » 8th March, 2019 » Contradictions

Faltering growth and undershooting inflation expose the contradictions of the ECB’s current policy approach. Despite Draghi’s insistence, they remain well…

In the Media