Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

PDF

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

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subcribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 16 Aug 2022 Eurozone Monitor EZ Equities will Struggle to Build on their Recent

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