Pantheon Macroeconomics

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12th Aug 2022 15:11Eurozone, Daily Monitor

Equities want to believe in a monetary policy pivot; we don’t share their optimism.

Valuations are now attractive for EZ equities, but we still think earnings have further to fall.

Eurostoxx 50 will fall 4% by year-end; we see gains of 10% and 13% in ’23 and ’24, respectively.

ECB equities euro ez equities fed global industrial production industrial production liquidity m1 monetary policy netherlands pmis policy real m1 sentix trade trade data u.s. zew

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Keywords for: 16 Aug 2022 Eurozone Monitor EZ Equities will Struggle to Build on their Recent

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