Five stats from the market and the stories behind them. This week: the Bank of England gets explicit, housing reform at the door, and a good deal delivered to Washington Post shareholders.
Industry headwinds could slow down some companies, but further central bank moves and improving housing data offer the economy much-needed support.
The overall growth picture looks quite weak, but valuations of European stocks look compelling, says Morningstar OBSR's Peter Toogood.
The weak European economy is allowing firms to unlock extra value via restructurings and spin-offs, but it's better to invest while firms are still cheap conglomerates, says Evermore's David Marcus.
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