(1) Europe needs supply-side economics... (2) … and to hire Luca Brasi to collect taxes. (3) Dutch boy has a solution. (4) Austerity is losing elections and toppling governments. (5) No vote of confidence in European stock and bond markets. (6) Nudging up our earnings forecasts. (7) Net earnings revisions improving, especially for Consumer Discretionary, Financials, and IT. (8) Euro area industrial orders take a turn for the worse led by Italy and Spain.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →