European Stocks – Euro Area M1 Momentum vs. Euro Area PMI Momentum
European Stocks – Euro Area M1 Momentum vs. Euro Area PMI Momentum Should investors be bearish on European stocks? 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
European Stocks – Euro Stoxx 50 Should investors still favor European equities despite the Russia-Ukraine conflict? Image: Topdown Charts
FMS Investors – How Much Do You Expect for European Equities Over the Coming Twelve Months? European investors are becoming less optimistic about European equities. Image: BofA Global Fund Manager Survey
Valuation – MSCI Europe 12-Month Forward P/E Valuation is back to pre-pandemic levels for European stocks. Image: Deutsche Bank Asset Allocation
Valuation – Europe STOXX 600 12-Month Forward P/E European stocks still look cheaper than their U.S. counterparts. Image: Goldman Sachs Global Investment Research
Stocks – STOXX Europe 600 and Equity Strategy STOXX 600 Base Case Should investors underweight European equities in 2022? Image: BofA Global Research
Earnings – STOXX Europe 600 EPS Level Thanks to an accomodative monetary and fiscal policy, the STOXX Europe 600 EPS is growing much faster than during the last cycle (2007-2019). Image: Goldman Sachs Global Investment Research
Valuation – 12-Month Forward STOXX Europe 600 PE European stocks look less expensive than at the beginning of this year. Image: Goldman Sachs Global Investment Research