SHIFT FROM STOCKS TO BONDS IN EUROPE 2/3

28 Sep

SHIFT FROM STOCKS TO BONDS IN EUROPE 2/3

Posted by BearBull Group In Macro Research Insights 0 comment

The Eurozone Composite PMI index rebounded to 52 in July and reached 53.1 in September, indicating that private sector contraction halted over the summer. An easing of tensions in the Middle East helped stem the decline in new orders and moderate upstream cost pressures. Manufacturing activity rose to 52.7 as delivery times normalized, while services rebounded to 53 in September to serve as the primary engine of third-quarter economic growth.

Key Points

Net rebound in eurozone GDP before summer (+0.4%)
Risks of prolonged stagnation as Q4 approaches
Leading indicators: fragile stabilization
Household confidence undermined by doubts
Inflation picks up, driven by PPI
The ECB raises rates and adopts a hawkish tone
Pressure on rates and rising yields
Euro up vs. the Swiss franc, down vs. the dollar
Securitized real estate under pressure from rising rates
Cautious shift from stocks to bonds

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