Europe’s GRANOLAS Stocks and Market Capitalization While Europe may not have the Magnificent Seven, it does have the GRANOLAS, which represents Glaxosmithkline, Roche, ASML, Nestle, Novartis, Novo Nordisk, L’Oreal, LVMH, Astrazeneca, SAP, and Sanofi. Image: Alpine Macro
Europe Flows Will outflows from European equity funds persist? Investors remain very cautious at this time. Image: BofA Global Investment Strategy
Europe Market – Annualized Average of Monthly Real Price Returns High and falling inflation is generally a favorable environment for returns. Image: Goldman Sachs Global Investment Research
Market Capitalization of U.S. vs. Europe Magnificent Seven Stocks In light of their current upward trajectory, can the U.S. magnificent seven stocks continue to rise? Image: BofA Global Investment Strategy
Performance – U.S. Banks vs. Europe Banks Can European banks continue to outperform U.S. banks in 2023? Image: BofA Global Investment Strategy
Stocks – MSCI Europe Value vs. Growth and 10-Year UST Yield Will European value stocks underperform European growth stocks in the second half of 2023? Image: J.P. Morgan
Performance – U.S. vs. European Stocks Price Relative Will European stocks continue to outperform U.S. stocks in 2023? Image: BofA Global Investment Strategy
Performance – S&P 500 Return vs. MSCI Europe Return Will European stocks outperform U.S. stocks in 2023? Image: Morgan Stanley Wealth Management
Valuation – Percentile for Europe, U.K. and U.S. Has the U.S. stock market more room to fall? Image: Goldman Sachs Global Investment Research
Russian Gas Flows to Northwest Europe How long will the energy crisis last in Europe? Image: BofA Global Research
Cumulative Europe-Focused ETF Flows Outflows from Europe-focused ETFs remain strong. Image: The Daily Shot