Europe
The Earnings Dip Before a Sweet Deal: Going Private in Europe
European voluntary delistings often involve earnings management. This study shows the patterns and implications for investors.
Mind the Cycle: From Macro Shifts to Portfolio Plays
Markets move on change, not levels. Spot shifts in growth, inflation, and liquidity early to stay ahead of the global cycle.
Stay the Course: Navigating Euro Inflation
ECB credibility holds: despite post-COVID inflation swings, long-term euro expectations remain anchored, easing pressure for overly restrictive policy.