Monitor capital flows to the euro zone to know when to invest there again
In the recent period, there has been a very strong correlation between capital flows to (and from) the euro zone and moves in euro-zone financial markets (equities, credit, euro exchange rates). It is therefore essential to monitor capital flows to the euro zone to know when non-resident investors are reassured (renewed cooperation between Italy and the European Commission, the prospect of a cyclical slowdown and not a recession) and therefore when it is possible to invest in euro-zone financial assets again.