Europe Market – Annualized Average of Monthly Real Price Returns High and falling inflation is generally a favorable environment for returns. Image: Goldman Sachs Global Investment Research
Performance – U.S. Banks vs. Europe Banks Can European banks continue to outperform U.S. banks in 2023? Image: BofA Global Investment Strategy
Stocks – MSCI Europe Value vs. Growth and 10-Year UST Yield Will European value stocks underperform European growth stocks in the second half of 2023? Image: J.P. Morgan
Performance – U.S. vs. European Stocks Price Relative Will European stocks continue to outperform U.S. stocks in 2023? Image: BofA Global Investment Strategy
Russian Gas Flows to Northwest Europe How long will the energy crisis last in Europe? Image: BofA Global Research
Cumulative Europe-Focused ETF Flows Outflows from Europe-focused ETFs remain strong. Image: The Daily Shot
Seasonality – Historical Average Performance of Europe Stoxx 600 Index So far, the Europe Stoxx 600 Index has not moved in line with its seasonal pattern. Image: BofA European Equity Quant Strategy
European Stocks – Stoxx 600 Should investors be bearish on European equities? Image: BofA Global Research
European Stocks – Euro Area M1 Momentum vs. Euro Area PMI Momentum Should investors be bearish on European stocks? Image: BofA Global Research
Europe – Equity Performance During Recent Conflicts If there is no recession, european stocks tend to do well after the start of armed conflicts. Image: Charles Schwab
Europe Runs on a Mix of Energy Will the Russia-Ukraine conflict accelerate the development of renewable energy in Europe? Image: BofA Global Research