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    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Takeaway: As Europe’s economy slows, we think gravity wins this time – sell European Equities.

Over in Europe, Germany's DAX barely finished up +0.16%, but Italy (down -1.64%) Spain (down -1.41%) and France all turned red.

That's weird. We thought ECB President Mario Draghi said he has banned deflation.

Bottom line: As Europe’s economy slows, we think gravity wins this time – sell European Equities.

We Think Gravity Wins, Sell Europe - 10.29.14 Sell Europe