In Search Of Europe’s Second Half Drivers

Thursday, June 1, 2023 10:00 AM in New York
Between October and April, eurozone stock markets surged 50% in US dollar terms as fears of an energy crisis evaporated and gas prices tumbled. Over the last month, however, European equities have handed back the cream from the top of those gains as the region’s economic data releases have repeatedly surprised to the downside. In Gavekal Research’s upcoming webinar, Europe analysts Cedric Gemehl and Nick Andrews will assess the eurozone’s economic outlook and ask what the main drivers of European asset market performance over the second half of 2023 will be.
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