Europe’s road to reflation

. Marcuard's Market update by GaveKal Dragonomics By Nick Andrews With fears of a political upset laid to rest, the European reflation trade is in full swing. The flash eurozone composite PMI

Kaletsky: Stop worrying and buy Europe

. Marcuard's Market update by GaveKal Dragonomics By Anatole Kaletsky The market reaction made good sense, assuming that the opinion polls — which turned out to be uncannily accurate in the first

France: Opinion polls got it right

. Marcuard's Market update by GaveKal Dragonomics By Cedric Gemehl For once the opinion pollsters got things right. Although the candidates of France’s traditionally dominant left and right wing parties were both

A sad day for Turkey

. “It will be extremely difficult for Erdogan to embark on a substantial economic development programme without overwhelming public support; this will likely spell further economic stagnation” By Alon Ben-Meir The razor-thin

Confronting Iran: Jaw-Jaw or War-War?

. RISKWATCH COLUMN: By Dr Alan Waring "If Western governments regard Iran as an adversary, they should really know their adversary, not just think that they do." Much of the rhetoric about

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