Julian Coca (@jcocasimon) 's Twitter Profile
Julian Coca

@jcocasimon

Working in Asset management as co-manager of Alinea Global Fund. Equity specialist

ID: 203515251

linkhttp://www.equityeuropa.com calendar_today16-10-2010 13:10:44

662 Tweet

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193 Following

Frederik Ducrozet (@fwred) 's Twitter Profile Photo

Euro area headline inflation surged to 1.9% in May (highest since Apr-17). Core inflation rebounded to 1.1%, more in line with ECB staff projections. Getting closer to SAPI, i.e. QE tapering is coming, it's only a question of timing.

Julian Coca (@jcocasimon) 's Twitter Profile Photo

Waiting for the official acea and European Central Bank WDSA data, but June car sales in Europe show signs of recovery. Data adjusted for working days: Germany +9.4%; France +1.2%; Italy +2.8%; Spain -2.3%. After yesterday's sales in the US and waiting for China. Sentiment change in the sector?

Waiting for the official <a href="/acea/">acea</a> and <a href="/ecb/">European Central Bank</a> WDSA data, but June car sales in Europe show signs of recovery. Data adjusted for working days: Germany +9.4%; France +1.2%; Italy +2.8%; Spain -2.3%. After yesterday's sales in the US and waiting for China. Sentiment change in the sector?
Julian Coca (@jcocasimon) 's Twitter Profile Photo

RT Five Minute Macro: We used to buy bonds primarily for their yield, then we were buying them for capital appreciation, and now we’re buying them for their convexity. When you see rationales for an asset start shifting like this, that’s the time to be unusually cautious.

Vitor Constâncio (@vmrconstancio) 's Twitter Profile Photo

It is outrageous that Trump considers that big tech American companies can earn lots of money by selling services in other countries and not paying taxes there. This is not a trade issue justifying the use of tariffs.Nationalism and Trump are indeed threats to the world economy

Julian Coca (@jcocasimon) 's Twitter Profile Photo

Presentación del escenario macro para 2020 de la mano de Álvaro Sanmartín, economista jefe de MCH Investment Strategies

Presentación del escenario macro para 2020 de la mano de Álvaro Sanmartín, economista jefe de MCH Investment Strategies
Julian Coca (@jcocasimon) 's Twitter Profile Photo

#macro #MCH Álvaro Sanmartín: “los fundamentos de la economía global son más sólidos de lo que la narrativa dominante está dispuesta a admitir.”