The document discusses the impact of U.S. economic data on the Eurostoxx, the potential effects of ECB's quantitative easing on Eurozone equities, and the influence of disinflation from China on Eurozone bond yields. It highlights the exposure of Eurostoxx to China and the potential for downward revisions to earnings per share estimates. The document also notes the correlation between Eurozone government bond yields and inflation, and the impact of ECB's bond buying program on bond yields.
documents/vol00010-efta01458642-pdf.pdf
{"title":"Global Equities and Fixed Income Analysis","document_date":"2015-10-02","document_type":"other","key_locations":["Eurozone","China","U.S."],"key_organizations":["ECB","Eurostoxx","Deutsche Asset & Wealth Management"]}