RETAIL HEAVEN As a strong U.S. first-quarter reporting season winds up, retailers are getting started - Walmart, Target, Home Depot, Lowe's, L Brands and Ralph Lauren release results next week. The numbers will show how consumer spending is shaping up as the economy [...]
THE GREAT REOPENING After weeks of COVID-19 lockdowns, a reopening of European economies is close, and boosting sentiment. Tuesday's German ZEW sentiment survey could confirm a brightening outlook. Germany might ease curbs on those fully vaccinated or recovered from COVID-19 as early as [...]
PAYROLLS & YIELDS Next Friday’s U.S. monthly jobs report will give a crucial glimpse into the health of the labour market as the country seeks to broaden its economic reopening.Non-farm payrolls come at the end of a busy week, including factory data and PMIs. [...]
COVID COMEBACK COVID-19 was meant to be in retreat by now but in many countries -- India, Japan, Thailand -- it has staged a comeback.India in particular was seen as this year’s growth leader with a 10%-plus rebound. Those hopes have been sunk [...]
With Liv-ex reporting that 2020 was its best year yet for the trading of Spanish wine, James Lawrence investigates whether investors are starting to develop a thirst for the country’s top drops. “To contemplate is to look at shadows,” observed Victor Hugo. And like the protagonist of Hugo’s gothic [...]
ECB DAY The European Central Bank meets on Thursday and will likely be pressed on signs of divisions over the future pace of bond purchases, which have been stepped up recently to prevent a rise in borrowing costs from derailing the recovery. Dutch [...]
Se vienen tiempos interesantes y, sobre todo, muchas oportunidades de inversión para aquellos países que logren capitalizar su posición geográfica. En su libro, Prisioneros de la Geografía (Prisoners of Geography, 2016), Tim Marshall, destacado periodista británico en temas internacionales, aborda la importancia de la geografía en el [...]
Los pronósticos son optimistas para el real estate español. La inversión en el sector inmobiliario en España rebotará un 32% este año, por lo que alcanzará 11.500 millones de euros y volverá a niveles prepandemia, según el informe ‘Real Estate Investment & Financing Keys’ realizado por Deloitte. Los encuestados aseguran que [...]
U.S. INFLATION U.S. consumer prices for March are due out Tuesday and markets are ready to scour the data for signs that massive stimulus spending is spurring inflation. Rising inflation expectations helped ignite a first-quarter selloff in Treasuries that pushed yields [...]
Thinking about retiring in Europe? Consider these nine destinations. Editor's Note: Those who choose to travel are strongly encouraged to check local government restrictions, rules, and safety measures related to COVID-19 and take personal comfort levels and health conditions into consideration before departure. In recent years, more [...]
