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Equity Strategy
The macro drivers of EZ earnings look very positive, according to our Turning Point indicator
The 12m forward EPS forecasts for the EZ are at +30%, outstripping US earnings at +15%
Long-run (5y) EPS forecasts have also been a good indicator of relative EZ/US equity performance and currently, the divergence is extreme - recognition that the EZ’s longer-term earnings potential is improving could trigger a sharp rotation from the US to the EZ.
Clients can click HERE to view the note; or click HERE for more information on a free research trial
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