Monday Macro – The Mag7, YTD numbers and Inflation

Yield cross-overs and the Turkification

Last week was one of the less noteworthy weeks for equity investors—for every citizen of Europe, by contrast, it was an epochal week. I’ll discuss Europe and ideas for Eurozone equities on Wednesday and then the awful Munich Security Conference showdown on Friday.

But for now, I’d note in passing that Eurozone equities enjoyed another intense week last w…