Matteo Colombo Investment Summary There are currently several broad macro signals telling us there could be a potential US economic slowdown. Despite this, broad equity markets have held up well, trading flat in the last two months near their previous all-time highs. With the European Central Bank, the first economic powerhouse to cut rates this week, delivering a 25 basis points relief to its policy rate, the question is what this means for companies with high revenue exposure to the US (and other major na ...