PTEU News and Press, Pacer TrendpilotTM European Index From 06/04/19

What Is It We're Worrying About? The eurozone is, by rough rule of thumb, some 20% of the global economy. If that goes into recession then it's going to affect everyone and every market. How do we tell if the eurozone is going into recession? Ah, well, that's much more of an art than it is...

What's the Problem Here? Macroeconomic factors will overwhelm near any investment plan based upon an individual stock or bond. Thus we need to be clear on the general direction of the economy before making such specific plans. The macroeconomic indicators we've got coming out of Germany are ...

(Source: ECB , caption and editing by the Author) For those who believe that the ECB will be forced into monetary policy easing again soon, the latest mid-year Financial Stability Review has come just at the right time. It may also have come just in time for the new Chief Economist Phil...

The EU parliamentary elections held last weekend delivered few surprises. Support for populist parties across the EU rose from around 22% in 2014 to around 28% currently, broadly in line with predictions from pre-election polls. The ranking of key groups in the European Parliament also looks t...

Europe: The Week Ahead (June 3-7) The National Bank of Serbia will decide on its key policy rate in the week ahead amid rising inflation pressures in the country, as well as reignited tensions with Kosovo. At its previous meeting in early May, the southeast Balkan nation’s central...

By Sonal Desai, Ph.D., Executive Vice President, Chief Investment Officer, Franklin Templeton Fixed Income What's the investment lesson in Europe's recent parliamentary elections? Our Fixed Income CIO Sonal Desai says it's differentiation. Read more of what's on her mind about this topic....

The Trump administration would be making a grave mistake to gloss over the major political setbacks for the United Kingdom, Italy and Germany in last Sunday's European parliamentary elections. This is especially true given that the world economic recovery is threatened by worsening U.S.-Chin...

By Bethany Payne The European Parliament elections on May 23 produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, a Global Bond Portfolio Manager, explains the main points and provides a brief assessment of the impact...

By Bert Colijn , Senior Economist, Eurozone Economic sentiment in the eurozone rises from 103.9 to 105.1 in May and lending picked up in April. While still in line with weaker growth for Q2, it does put the growth outlook in a somewhat better light This bounceback in eurozone sentiment co...

Posted by Kristina Hooper, Chief Global Market Strategist on May 28, 2019, in Market & Economic Weekly Market Compass: Also, Theresa May resigns, and US-China trade talks break down All eyes were on Europe this past week. First, UK Prime Minister Theresa May announced her...