European equities

Iberdrola and Endesa affected by drought in Spain

Energy Sector Carries The Highest Yields In Europe

UBS | German 10yr bond yields have turned negative and some European corporates are effectively “being paid to borrow”. What are the implications for European equities? Although there has been a deepening of Global growth fears in recent weeks, economic surprise indicators and PMIs have not collapsed.





emerging markets are investor's Achilles heel those days

Emerging markets = Investors’ Achilles heel

The Corner | March 11, 2015 | The market still points to emerging markets as one of the most vulnerable areas in the global economy. The absence of a rebound in the price of commodities (despite oil’s recent revaluation) is hampering these countries’ economic recovery. 



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DAX rocketing, Spanish risk premium at 120bp (and financing costs match US)

MADRID | The Corner | Despite the good performance of Western equities, many values are beginning to show signs of vertigo that could lead them to correct some of the gains of the past weeks in the coming days. In addition, the fact that trading volumes are shrinking as indexes advance is a clear sign that there are investors who feel dizzy levels. Therefore, Link experts point out, we shouldn’t rule out some small reductions in the short term even if it’s in an upward trend context.


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European shares pause on earnings concerns

LONDON | By Reuters | European shares lacked the momentum to extend a rally to multi-year highs on Tuesday, a mixed outlook for corporate earnings underlined by downbeat signals from Remy Cointreau and Hugo Boss.