(1) Discounting geopolitical risk. (2) Will push come to shove? (3) Panic, or buying opportunity? (4) Ukraine weighing on Russia MSCI and Eurozone MSCI too. (5) Flight to safety boosting demand for Eurozone bonds. (6) Historically low yields in Eurozone pushing yields down in US despite tightening outlook for Fed. (7) Eurozone may be slipping back into recession owing to latest crisis. (8) Bad news out of Italy and Germany. (9) US is gushing oil. (10) Focus on overweight-rated S&P 500 Transportation.
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 →