Weekly Talking Points - Recession risk stalks the land...

Feb 17, 2024

1 min read

Our round-up of what to expect in the coming week and the key events of last week. Our regular Spotlight feature looks at the STOXX Europe Luxury 10 index as a proxy for China recovery bets. Odds are that China fans will be buying China exposure through very low priced China indices though, European luxury bets may be in place on the view that even if recessions build in Europe and the US, luxury will hold up. Our Review section looks at the US and UK inflation readings along with UK GDP and the US Aerospace & Defense ITA ETF. To read more please subscribe.

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