Towards a sharp rise in share prices?

If a few conditions are changed: The search for a compromise between the United States and China on the trade conflict; Investors understanding that very low interest rates keep all borrowers solvent and prevent a recession, then, in our opinion, the extremely low level of long-term interest rates relative to growth, the ongoing increase - even very muted - in earnings and the fact that the equity risk premium is at an abnormally high level should lead to a marked rise in share prices, particularly in the euro zone.