Report
Return of confidence in the euro zone: Causes and implications
We believe that investor confidence in the euro zone is going to return, in light of: The boost to growth provided by the fall in oil prices and faster wage growth; The end of the conflict between the Italian government and the European Commission o ver Italy’s fiscal policy; Continued free trade in goods between the United Kingdom and the European Union; The understanding among investors of the very good financial situation of companies in the euro zone. The return of investor confidence in the euro zone would lead international capital flows to return to the euro zone, to an appreciation of the euro and to an upturn in European equity markets. But these developments would take place at the expense of emerging countries. This is because the capital that has left the euro zone since investors lost confidence in it has flowed to emerging countries ; t he return of confidence in the euro zone would trigger a reversal of these capital flows.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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