Away From Earnings By “The Most Important Company In The World”, A Lot Is Going On By Michael Every of Rabobank Tomorrow, back to only thinking “Rate cuts!” Today, markets are only interested in one economy, one field, and earnings from one company, which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But in the real world, there’s lots to think about, politically. Germany: After Monday’s IFO warning the economy risks a “crisis”, Tuesday’s consumer confidence (-22 vs. -18.2 consensus) and Q2 GDP data made the same point.… — Continue at ZeroHedge News : Read More
Home » Away From Earnings By “The Most Important Company In The World”, A Lot Is Going On – Tyler Durden