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29th Jul 2021 00:10Eurozone, Economic Monitor, Eurozone Key Issues

The macro-fundamentals are starting to turn against equities, but the policy put is alive and well.
Even if EZ equity earnings rise by 40% over the next year, as analysts expect, they still aren't cheap.
Political risks in the G7 are now concentrated in Europe; next year's elections in France loom large

April base effects ECB economic activity economic growth economy elections equities euro euro area eurozone ez financial conditions france french g7 gdp gdp growth germany growth inflation investors July June liquidity m1 macro data markets msci nominal gdp policy policymakers presidential elections q2 September

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Keywords for: EZ 29 July 2021 EZ Equity Investors Can't Look to the Macro Data for Help in H2

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