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ThyssenKrupp (aviate RB): the one clue from Voestalpine

The one take-away from VOE's call yesterday was they reiterated they are moving away from being a classical steel company to being a steel-based technology and capital goods group. We believe TKA will...

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ThyssenKrupp (cont)

There are many moving parts to the story, but the most important one short term is progress on the sale of Steel Americas. Not just because it has been a long time coming, but it’s a major driver of...

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2nd derivative improvements in Europe (Cont.)

Juniper provided upbeat commentary yesterday, against low expectations, and we picked up on specific commentary with regard Europe; “signs of European service providers starting to pick up where 2...

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Europe second derivative improvements. More corporate anecdotes

Last week we had Ciena and Juniper talk of unexpected momentum (Ciena) and trends being above historical patterns (Juniper), bringing to 13 the number of companies we have picked up that are witnessing...

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Clues from Europe: further signs of stabilization

Today 3M was the latest to talk of stabilization in Europe, bringing to 13 the number of companies we have picked up that are witnessing improvements in the region. In most instances the change has...

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The flip-side is Europe

As discussed last week, it is an odd world when Europe looks the most certain in terms of risks/growth. Sure, it may not be growing, at all, but the rate of change relative to its investment exposure...

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BRAMBLES (BXB AU): Leverage to US growth and improvement in Europe

We now count 14 companies sounding out improvements in Europe. The latest being $76bn company 3M with the CEO sounding out stabilization in Europe. The others? Juniper, Ciena, Honeywell, Infineon,...

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From a global perspective, Europe is fast becoming investable

It has been often observed that whenever the US economy is doing well, investors should buy something other than the S&P, such as Europe. As Hartnett reminds us today, Europe tends to outperform...

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When history is no guide

We have spent the past two days reviewing/reading about what happens (or has happened historically) when yields rise, the Fed starts tightening and rates normalise etc. Sadly and frustratingly the...

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Strategy reminder

We have spent the past two days reviewing/reading about what happens (or has happened historically) when yields rise, the Fed starts tightening and rates normalise etc. Sadly and frustratingly the...

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Stocks are not the market and the market is not the economy

Perceptions, especially in the US, of Europe being a perpetual disaster, are still very much alive. If you don’t believe this then listen to the Maria Bartiromo/Bill McDermott (co-CEO of SAP) interview...

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Change at the ECB and tactical considerations

Having re-read the BIS statement, and then listened to Carney and Draghi yesterday it now seems quite clear Central Banks, least those of America, Europe and the UK are colluding to steepen their...

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“Growth of permanent UK staff placements accelerated markedly in June”

Growth of permanent staff placements accelerated markedly in June, reaching the fastest rate for over two years (The Recruitment and Employment Confederation). Similarly, temporary/contract staff...

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Make that 19 and counting

We now count 19 companies that are talking up Europe. GE’s CEO Immelt has just said Europe’s economy is “rounding the corner” The opportunity = most Americans, least those who watch CNBC seem quite...

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Improving Europe: make that 21

We now count 21 corporates talking about an improvement in European trading. The latest is Marks and Spencer which follow WD40s (lubricants) and GE, yesterday. While it is too early to talk of...

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Fix UK Housing, fix a lot of things

More evidence of the recovery in the UK Housing market, this time from the RICS survey where a net 21% of surveyors reported prices rising, with a net 23% expecting these price rises to continue. In a...

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More evidence of UK recovery: CFOs are planning for GROWTH

The second quarter Deloitte Survey of UK Chief Financial Officers is published this morning and the findings are very positive. 135 CFOs, including 37 at FTSE100 companies, took part in the survey....

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Danaher raised guidance yesterday. Who?

Danaher (DHR) raised guidance yesterday, the stock rallied 3% to all-time highs. It is a $46bn company few in Europe seem to have heard of, and yet their biggest customer is Siemens (5% of sales). Is...

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Bernanke wants a steeper curve. So do Draghi and Carney

In saying the FED won’t raise short-term rates for ‘some time after the unemployment rate hits 6.5%’ he is anchoring the short-end of the curve. By being ambivalent, contradictory and otherwise utterly...

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Draghi wants a steeper curve:

“ECB SAYS SCOPE FOR RATE CUTS NOT EXHAUSTED”

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