Pantheon Macroeconomics - At the start of the year, consensus forecasts expected Eurozone equities to outperform their global peers this year, on the back of a strengthening cyclical recovery and an increase in earnings growth. Both of these conditions have been met, and yesterday's sentiment data suggest that EZ equity investors remain constructive.

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5 September 2017 How Much of a Headwind is a Stronger Euro for EZ Equities?

By Claus Vistesen

At the start of the year, consensus forecasts expected Eurozone equities to outperform their global peers this year, on the back of a strengthening cyclical recovery and an increase in earnings growth. Both of these conditions have been met, and yesterday's sentiment data suggest that EZ equity investors remain constructive.

Posted: 4th Sep 2017 in 'Eurozone Documents'

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