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

Eurozone Inflation and Brent Oil Prices

Eurozone Inflation and Brent Oil Prices This interesting chart shows the direct effect of brent oil prices (YoY % change) on euro area inflation. Image: Jeroen Blokland

Why Do Eurozone Bond Investors Accept Zero Long-Term Interest Rates?

Why Do Eurozone Bond Investors Accept Zero Long-Term Interest Rates? Because they have a deflationary view of the euro area economy. Now, investors are losing so much money just by holding German bonds in real terms (adjusted for inflation). Today, the Germany 10-Year bond yield hits 0% again. Keep in mind that raising interest rates in…