Europe - Yardeni QuickTakes

Europeans Are In A Foul Mood

Public – 1 min read

The Eurozone's Economic Sentiment Indicator (ESI) slipped further below 100.0 to 97.6 during August (chart below). This indicates that the growth rate of the region's real GDP could…

Aug 31, 2022

ECB Stuck Between A Rock & A Hard Place

Paid Members – 1 min read

Soaring consumer prices and the prospect of energy rationing this coming winter have depressed consumer confidence in the Eurozone. No wonder that the volume of retail sale in the region…

Aug 3, 2022

Germany's Economic Outlook Taking A Dive

Paid Members – 1 min read

Germany's Ifo business confidence index fell sharply during July, led by its expectations component, which is near the lows of the Great Financial Crisis and the Great Virus Crisis.

Jul 25, 2022

More Signs of Slowing Global Economy

Public – 1 min read

Today, S&P Global released its flash estimates for the purchasing managers indexes (PMIs) of the US, the Eurozone, the UK, and Japan. They are showing that the global economy…

Jul 22, 2022

Inflation Is Global & Local

Public – 2 min read

Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain problems that have turned out not to be transitory but…

Jul 1, 2022

European Consumers Are Very Depressed

Paid Members – 1 min read

On June 23, Bloomberg reported: “Ray Dalio’s Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling its wager in the past week to its…

Jun 29, 2022