Raymond James' Chris Bailey on earnings in Europe

Political concerns remain

clock • 2 min read

Is there too much fear about the eurozone equity markets? The second half of April sees the start of another corporate earnings season.

Across the larger capitalisation eurozone companies, earnings expectations appear fairly healthy and 2018 appears to be set fair to a second consecutive year of double-digit earnings growth - a feat last seen before the global financial crisis more than a decade ago. Meanwhile, the euro continues to advance against the dollar and the latest Eurostat forecasts noted the fastest regional economic growth in a decade helped by the European Central Bank's continued very loose policy including quantitative easing stimulus and currently negative interest rates. Industry Voice: Why Europe is ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Europe

Disinflation drives ECB rate cut but investors warn of limited space for further trims

Disinflation drives ECB rate cut but investors warn of limited space for further trims

25bps cut

Sorin Dojan
clock 05 June 2025 • 2 min read
Investors cautiously turn to Europe as US credibility falters under Trump's tariffs

Investors cautiously turn to Europe as US credibility falters under Trump's tariffs

Rising Treasury yields and falling US indices

Sorin Dojan
clock 17 April 2025 • 3 min read
Deutsche Bank Research questions length of European equities rally

Deutsche Bank Research questions length of European equities rally

P/E ratio gap between US and Europe falling

Sorin Dojan
clock 24 March 2025 • 2 min read
Trustpilot