BII Global weekly commentary

BlackRock
By September 15, 2021 10:38

BII Global weekly commentary

BII Global weekly commentary

Europe is in the spotlight this month, with a key European Central Bank (ECB) meeting and a pivotal German election that could have significant medium-term implications for the fiscal stance of Europe’s largest economy. We see the ECB’s forecast revisions reaffirming inflation will likely stay below target in the medium term, requiring further policy support. Coupled with a broadening economic restart, this supports our tactical overweight stance on European equities. 

Euro area earnings momentum Earnings revision ratios…

BlackRock
By September 15, 2021 10:38

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