Bearbull Global Investments

A POSITIVE NEW PARADIGM FOR EUROPE 2/3

09 Apr

A POSITIVE NEW PARADIGM FOR EUROPE 2/3

Posted by BearBull Group In Investment Insight 0 comment

The latest leading indicators for March signal a clear recovery in the manufacturing sector. While still below the growth threshold, the manufacturing PMI has rebounded significantly from its December low, suggesting a new, positive dynamic is taking hold. This recovery is notably visible in Germany and France, where manufacturing PMI indicators have shown a clear rebound.

Key Points

  • Eurozone momentum weakens again
  • Q1 2025 will remain weak before the next upturn
  • Leading indicators are already strengthening
  • Household confidence set to improve in Q2
  • Inflation stabilizes around ECB target
  • ECB to cut rates by a further 0.25% in Q2
  • Positive but moderate outlook for eurozone bond markets
  • Euro benefits from new German paradigm
  • Real estate to benefit from improving sentiment
  • European stocks back in favor with investors

 

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