Estimated Effect of Russia-Ukraine Ceasefire on Real Eurozone GDP A limited Russia-Ukraine ceasefire could raise Eurozone GDP by 0.2%, with a full peace agreement potentially boosting it by 0.5%, according to Goldman Sachs estimates. Image: Goldman Sachs Global Investment Research
Eurozone Bank Lending Flow to Non-Financial Corporations Bank lending in the European area is contracting, which is unusual outside of crises. Image: BofA Global Investment Strategy
FMS Investors – Net % Say They Are Overweight Eurozone Equities Should investors overweight eurozone equities in their portfolio? Image: BofA Global Investment Strategy
Eurozone – 10-Year Yields by Country One currency in the eurozone, but so many different interest rates. Can the eurozone survive in the long term? Image: BofA Global Investment Strategy
Eurozone Valuations Could european equities become even cheaper? Image: Topdown Charts
Average Median Forward P/E Ratio for US, UK and Eurozone Stocks vs. S&P 500 Could the S&P 500’s run slow down, as valuations in the U.S. and Europe are lofty? Image: Longview Economics
Growth vs. Value and U.S. vs. Eurozone Will growth continue to outperform value in 2021? Image: J.P. Morgan
Eurozone Equity Markets Eurozone equity markets could be in for pain if euro rally continues. Image: Gavekal, Macrobond
Valuation – U.S. Stocks vs. Eurozone Stocks Will eurozone stocks outperform U.S. stocks in coronavirus recovery? Image: Gavekal, Macrobond
Eurozone Real M1 Money Supply Growth vs. Real GDP Growth This chart suggests the relationship between real M1 growth and euro area GDP growth. Image: Longview Economics
Eurozone Growth Eurozone growth slows sharply, almost to zero. Image: Financial Times