GDP – Eurozone vs. U.S.

GDP – Eurozone vs. U.S. A faster vaccination program and greater fiscal and monetary support in the U.S. help explain why the economic recovery in the Eurozone is expected to lag behind the United States. Image: Financial Times

Eurozone Equity Markets

Eurozone Equity Markets Eurozone equity markets could be in for pain if euro rally continues. Image: Gavekal, Macrobond

Eurozone Growth

Eurozone Growth Eurozone growth slows sharply, almost to zero. Image: Financial Times

Fiscal Impulses in Japan and the Eurozone

Fiscal Impulses in Japan and the Eurozone Japan and the eurozone are expected to benefit from significant fiscal stimulus next year. Image: Gavekal, Macrobond

U.S. and Eurozone Unemployment Rates

U.S. and Eurozone Unemployment Rates This chart shows the gap between the unemployment rates of the two economies, while unemployment falls to historic lows. Image: Financial Times

MSCI Eurozone vs. MSCI U.S.

MSCI Eurozone vs. MSCI U.S. This chart shows the large divergence between the MSCI Eurozone Index and the MSCI U.S. Index. Is this an opportunity to increase exposure to eurozone equities? Image: Financial Times