Europe Slowing Into Recession

The clip above features a few highlights from “The Macro Show” with Hedgeye CEO Keith McCullough. Every weekday morning at 9:00am ET our non-consensus macro team distills the latest global market and economic developments and how to position yourself accordingly. …

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Worrisome news on Europe’s and Chinese economy

Via #Bloomberg, additional worrisome news on #Europe's #economy: "Industrial production … is falling at the fastest pace since the financial crisis, and deteriorating demand is evident as the region finds itself squeezed between international and domestic drags." #markets pic.twitter.com/lwQYDkpxtP — …

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Europe Under Pressure

By Harry Dent The big news this week is that Europe came in weaker than expected. China’s already been weakening, but everyone expects that. After all, you can’t really trust the big reported numbers from the Red Dragon because they …

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The trouble in Europe has only begun

by LoseMoneyAllWeek MacroVoices probably my favorite podcast has an amazing interview with grant Williams. This was on social risk; ie political extremeism. From the description: Erik asks Grant if we in a cyclical bear market and where he feels treasury …

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Europe is Burning

by Raúl Ilargi Meijer Johannes Vermeer The soldier and the laughing girl 1657  There will be elections for the European Parliament on May 23-26 2019. They will likely change the face of Europe more than anything has done since the EU was …

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Ford Motor Co. said it will cut thousands of jobs in Europe

https://www.bloomberg.com/news/articles/2019-01-10/ford-to-cut-thousands-of-jobs-in-europe-eyes-plant-closures Ford Motor Co. said it will cut thousands of jobs, weed out slow-selling variants and potentially close entire factories in Europe, as the carmakers’s global cost-cutting drive targets a region that has been a drag on earnings for years. …

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Here’s Why Trump Could Soon Turn on Europe

BY JOHN MAULDIN Last month’s Buenos Aires G20 summit was a chance for world leaders to forge common ground on important global issues. That’s not exactly what happened. But President Trump’s trade discussion with Chinese president Xi Jinping looked initially like …

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China, Europe and US headed for another recession?

Europe headed for another recession? pic.twitter.com/oiWoHVJ6ET — Alex Barrow (@MacroOps) January 3, 2019 Only during recessions have we seen ISM dropping 5-index points or more in a month in newer history. Ouch! pic.twitter.com/OLcKOUtWDC — Andreas Steno Larsen (@AndreasSteno) January 3, …

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