CONFIDENCE GROWS STRONGER IN EUROPE 2/3

02 Jul

CONFIDENCE GROWS STRONGER IN EUROPE 2/3

Posted by BearBull Group In Investment Insight 0 comment

Leading economic indicators for the second quarter of 2025 suggest a continuation of growth in the Eurozone, albeit at a very slow pace. While the manufacturing sector is showing signs of stabilizing, the services sector, which has been the primary driver of recent activity, appears to be losing momentum. This divergence highlights a nuanced and somewhat indecisive economic landscape.

Key Points

Economic conditions continue to improve in Europe
Positive momentum continues in 2nd half
Leading indicators remain moderately optimistic
Household confidence set to improve
Inflation falls back below ECB target (+2%)
ECB to cut rates below 2%
Positive but moderate outlook for eurozone bond markets
Euro benefits from renewed confidence
Securitized real estate benefits from lower rates
Return of uncertainty for equities over the summer months

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