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Asset conclusions: data weakening implies delay of ECB exit, good for short end of bonds, in the medium term supportive for stocks, while near term risk of stock market setback increasing
Please see attached the analysis from Michael Clauss as a pdf to read onscreen or simply print.
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Dr Michael Clauss: Germany Politics / Economy / Equities Sectoral Analysis
Tel: +49 89 64254046
michael.clauss@eurozoneadvisors.com
Discussion Partners
John Arrowsmith: ECB / Regulatory
Tel: +44 7720 59 1726
john.arrowsmith@eurozoneadvisors.com
Dr Michael Clauss: Germany Politics / Economy / Equities Sectoral Analysis
Tel: +49 89 64254046
michael.clauss@eurozoneadvisors.com