Europe

CEE Equity Daily

GB : THG Holdings - The outlook has changed; we have passed the nadir

EEMEA Country Note - Turkey: policy steps in the right direction

Vital Signs: Actionable charts

Vermilion Int'l Compass: Global Equity Strategy

Vermilion Short Shots: Technically Vulnerable Stocks

GB : Commodities - Overall - BHP's BMA mine valuations, revised

Czech National Bank preview: Last meeting before first rate cut

Our latest calls on the National Bank of Hungary

2Q23 conference call highlights

Data Comment - Eurozone PMIs: ongoing weakness but no hard landing

Primary Market Focus - We like BTPei May29 vs. shorter linkers

Volume data for August

Weak UK PMIs bolster chances of November BoE pause

GB : Kier Group - Medium-term targets are in sight

CEE Equity Daily

Global debt surged to a record high, CBN postpones rate-setting meeting

LPP 2Q23/24 results review

BoE Review - BoE done hiking rates as the outlook darkens

Investor day takeaways

The Bank of England’s tightening cycle may well be over

Celon Pharma: Conference call summary

GB : Strategy - I hope this is going somewhere

Positive signs in Poland’s August data

GB : Strategy - JAY: Dundas not viable; NMT: first Li recycling patent covers Hub in Oz