Fiscal policy is contributing to European growth in 2019
Evan Brown (UBS AM) | …But as the importance of fiscal policy increases for economic stabilization, uncertainty about its effects also increases.
europe growth
Manufacturing: 18% Eurozone GDP; services, for now, avoid recession
Juan J. Fdez-Figares | The catalysts for the new flight from risk was the publication on Friday in the Eurozone and its two principal economies, France and Germany, of various advanced indices for activity in March, what are known as the PMIs, which were well below that expected by analysts.
Europe Overtakes US Growth
James Alexander via Historinhas | It’s taken a while but the evidence is now in. Euro Area NGDP growth has overtaken US NGDP growth. Congratulations to the ECB, commiserations to the Fed. Go Europe!
Europe is finally delivering on earnings growth
LONDON | UBS analysts | Actual reported earnings are showing strong numbers; based on reported earnings so far Q2 is one of the strongest seasons in c. 5 years.