The March PMI release confirms that the European economy has accelerated since last summer. Stronger growth, low inflatio, and continued monetary accomodation supports the case that European equities will outperform the USA. http://www.tradingeconomics.com/euro-area/manufacturing-pmi
23 March 2017 Two developments occurring over the weekend have the potential to put the United States on a collision course with its trading partners. In order to win US approval, the communique released following the G20 meeting in Baden-Baden softened its previous commitment to countering “all forms of protectionism” – a pledge widely regarded [...]