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10th Jul 2023 18:06Eurozone, Daily Monitor

  • EZ equities are off their highs, and we see a further 10% decline between now and December.
  • Excess liquidity looks very negative for equities, but the trend in earnings paints a less grim picture.
  • Valuations for euro area equities remain conducive for decent medium-term returns.

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Keywords for: 11 July 2023 Eurozone Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence