E-Z equities may still outperform, despite weaker recovery

We expect equities in the euro-zone to outperform those in the US between now and the end of 2022 even as the economic recovery in the former continues to lag that in the latter. Webinar Invite: The FX Outlook, 12th May 2021. Neil Shearing will host an in-depth discussion with our senior markets economists about the outlook for DM and EM currencies, including why we think the dollar will strengthen further and why the outlook for EM FX is darkening. Click here to register.

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