Entries filed under 'Eurozone ECB'

    Eurozone in the Comfort Zone?

    May 24, 2016 11:00 AM by Harold E. Sharon

    No, not quite. While overall growth in the first quarter of 2016 finally returned to pre-crisis levels, the need for significant structural reforms still looms large.

    It took eight years and a double-dip recession, but the eurozone’s gross domestic product (GDP) has finally surpassed the levels seen during the pre-crisis era.

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    Will the Inflation Force Awaken?

    April 1, 2016 2:15 PM by Timothy Paulson

    Investors should take note that the aggressive efforts by central banks worldwide to spark growth could instead rouse inflation from its dormancy.

    Never mind the old saying about how March comes “in like a lion, out like a lamb.” For the world’s central bankers this year, March was the month of the dove. 

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    Why Europe May Attract More Investor Attention

    April 23, 2014 2:01 PM by Harold E. Sharon

    After years of lagging the global economic recovery, Europe is showing signs that it can stave off deflation and rekindle meaningful growth.

    Harold Sharon, Lord Abbett Partner and International Strategist

    While other major economies have recovered at varying rates from the global financial crisis, the eurozone has been the clear laggard. For Europe, stimulus came late, was very hard to coordinate in a timely way, and was diluted over time.  The upshot is that Europe, if policymakers can agree, has more room to accommodate further measures, such as central bank support, fiscal reforms, and structural economic reforms.  If so, there may be more reaction still ahead in Europe that can support the capital markets, and perhaps this warrants more investor attention for that reason alone.

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