Market: European equities catching up?
After a year 2024 that saw US equities significantly outperform those on the Old Continent, to the point of creating a major valuation gap in favor of the former, a certain catch-up could now be underway.
Mathias Büeler, head of Robeco's European Sustainable Equities team, commented earlier this week: "There are several potential catalysts that could enable European equities to advance in 2025.
"These catalysts are the easing of political unrest, a ceasefire in Ukraine, recovery in China, a favorable monetary policy from the ECB and increased consumer spending", he added.
However, the scenario of key rate cuts by the ECB over the next few months is likely to depend on macroeconomic data, and in particular on a favorable trend in inflation in the eurozone.
On this subject, Eurostat confirmed in the morning that the annual inflation rate in the eurozone would rise to 2.4% in December 2024, compared with 2.2% the previous month, a rise driven mainly by services.
Also on the statistics front, this afternoon investors will take note of US residential construction and industrial production figures for December.
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