Natixis - The most likely cyclical profile for the euro zone is a good 2019 and a tougher 2020: Consequences for investors

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Natixis

Patrick Artus

The most likely cyclical profile for the euro zone is a good 2019 and a tougher 2020: Consequences for investors

Many investors and economists still expect a significant cyclical slowdown in 2019 in the euro zone. In reality, the most likely cyclical profile for the euro zone is a good year in 2019 and a much tougher year in 2020. This means that investors should now be buying risky euro-zone assets, since the cyclical outlook for 2019 is going to improve, and will have to revert to selling after the summer of 2019 when forecasts for 2020 deteriorate. It is not the right strategy to sell today thinking that 2019 will be a bad year.

18/04/2019 5 EN

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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.

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Analysts

Patrick Artus

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The most likely cyclical profile for the euro zone is a good 2019 and a tougher 2020: Consequences for investors

Section 899: A tool to increase revenue or to change foreign tax policy?

ECB Takes Summer Pause to Preserve Monetary Policy Flexibility

La BCE en pause estivale afin de garder « l’optionalité » de sa politique

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