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On Monday, strategists from BCA released their outlook for Europe, indicating a growing conviction that a recession is likely to hit the region early next year. They pointed to a series of indicators...
The euro faces mounting pressure as escalating political polarization in Europe, particularly in Germany, raises alarms over the currency's stability, Macquarie pointed out on Tuesday. Recent state...
JPMorgan analysts said in a note to clients Monday that they believe it is still premature to prefer Eurozone equities over the US. Despite the S&P 500's notable performance, driven primarily by the...
Goldman Sachs strategists said that there has been a recent uptick in flows into European equities, marking a long-awaited trend reversal after nearly two years of constant selling since Russia's...
Goldman Sachs strategists noted Monday that European markets are reaching new all-time highs, with the STOXX 600 and Euro Stoxx 50 up 10% and 14% year-to-date, respectively, outperforming both the S&P...
JPMorgan strategists said Monday they “remain concerned about the repeat of last summer’s drawdown” as risks of inflation staying hot and bond yields moving above 5% remain. Within that, the Wall...
On Tuesday, the latest Europe Fund Manager Survey conducted by Bank of America revealed a significant shift in sentiment regarding the European economy. A net 50% of respondents now expect a stronger...
A large volume of long positions in US stocks already experiencing losses could lead to increased market pressure, Citigroup strategists said in a weekly note. The strategists noted in their analysis...
On Thursday, the European Central Bank (ECB) opted to keep its benchmark interest rate unchanged, signaling a potential shift in monetary policy in the near future. ING strategists suggested that this...
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