(1) A bunch of small countries. (2) US election widened yield spreads in Eurozone. (3) Madame Frexit is likely to win first round, but second round maybe not. (4) Lots of fake news in Europe too. (5) Old news: Italy may be a bigger problem than France. (6) Blonde Geert is Netherlands’ Orange Don. (7) Robots taking over Rotterdam. (8) Signs of life in Eurozone economy. (9) EMU MSCI is relatively cheap, but populist politics may be more troublesome in Eurozone than in US.
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