04 enero 2024

A Alemania le sigue Francia, Italia...

Markets are focused on how Germany is the "sick man of Europe," but recent Euro zone weakness is actually concentrated in France (top right) and Italy (bottom left). That's where manufacturing (blue) and services (red) sentiment are tumbling. Sickness in Europe is broad-based...

Abrazos,

PD: Desarrollar una virtud para cada mes. Y no es fácil este propósito…

Además, el ideal es desarrollarlas todas desde ya. No esperar a diciembre para ser dulce…