Barclays says US investors “may be close to peak pessimism” on European stocks

Via Barclays report on European stocks on Friday. briefly. Barclays cites flow data it tracks that shows most US clients have reduced exposure to Europe. Clients reason that the region is most vulnerable to a central bank-induced recession will suffer a “longer weaker China” “missed the AI ‚Äč‚Äčtrain” “Another issue has been poor liquidity, which […]