Bank of America Downgrades European Equities Amid Global Growth Concerns

From Financial Modeling Prep: 2025-03-10 06:05:57

Bank of America downgraded European equities from overweight to marketweight due to a 15% rally since December, driven by improving macroeconomic conditions. Reasons include already priced-in PMI improvements and rising global economic risks. Germany’s fiscal stimulus and increased defense spending in Europe offer some positivity amid uncertainty. Investors should track market performance and monitor economic indicators for informed decisions.



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