F 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 nations that are well away from th ...