The Weekly Brief (18 January 2016) - J.P. Morgan Asset Management
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The Weekly Brief (18 January 2016)

Contributor Global Markets Insights Strategy Team

Eurozone equities are trading back down at the level they were at in early 2014. Since then the euro has depreciated by 20%, the European Central Bank committed to printing a minimum of 1.5 trillion Euros, borrowing costs have fallen substantially, unemployment has dropped nearly 1.5%, consumer confidence has risen and company earnings are up more than 10%.

While the fall in the oil price immediately hits energy shares, the boost to consumers from cheaper fuel prices is yet to be fully felt. Markets are worried about China but the International Monetary Fund forecast that China will continue to grow by over 6% this year. Investors should aim to balance global concerns with the litany of catalysts for eurozone equities.

Markets ignoring the positives

Source: Bloomberg, MSCI, J.P. Morgan Asset Management; data as of 14 January 2016.

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Please be aware that this material is for information purposes only. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all-inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. JPMorgan Asset Management Marketing Limited accepts no legal responsibility or liability for any matter or opinion expressed in this material.

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The Weekly Brief (18 January 2016)