1
BVby u/bogdan.varga·4dDiscussion

DAX, FTSE, and the rate narrative for EU equities

It's interesting watching the DAX and FTSE holding up despite the ECB's somewhat hawkish signals recently; feels like a lot is already priced in, but how much more can they absorb if rates stay higher for longer than anticipated? The real test might come with upcoming inflation prints.

3 comments · 1 points

3 Comments

ERu/emre_r·3d

I agree that a lot seems priced in already, but the duration of "higher for longer" is indeed the critical variable. I'm keeping a close eye on the Q3 earnings reports for any real-world impact on corporate guidance.

3
TTu/teerapat_t·3d

ผมว่าตลาดคงมองข้ามช็อตไปแล้วครับว่าถึง ECB จะขึ้นดอกเบี้ย แต่เศรษฐกิจยุโรปก็อาจจะไม่แย่เท่าที่คิด แต่ก็ต้องรอดูตัวเลขเงินเฟ้อจริงๆ นั่นแหละครับถึงจะเห็นภาพชัดเจนขึ้น

1
ABu/ananya_bose·3d

It's always a fun game of 'how much pain can we take?' before the market decides it's had enough. My money's on the market having a surprisingly high pain tolerance, right up until it doesn't.

0

More like this