Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

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πŸ‡ͺπŸ‡Ί#stocks #banks #europe
EU bank stocks remain too cheap despite the increasing profitability of the banking business.
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EU stocks are at a record low valuation compared to US stocks (chart)

❗️#RBI
πŸ’₯πŸ‡ͺπŸ‡Ί#economy #europe
EU economy is beginning to recover
πŸ‡ͺπŸ‡Ί#inflation #europe #macro
Eurozone сonsumer inflation is approaching the target of 2%

#monetarypolicy ECB hints at a possible rate cut in the near future = bearish for #EUR
⚠️πŸ‡ͺπŸ‡Ί#metals #europe
BofA: EU depends 100% on imports for many Critical Raw Materials
πŸ‡ͺπŸ‡Ί#stocks #europe #history #seasonality
JPMorgan: seasonality in EU stocks

historically, European stocks have shown poor performance during the summer months.
πŸ‡ΊπŸ‡ΈπŸ‡ͺπŸ‡Ί#realestate #us #europe #history
JPMorgan: home prices in the US and Europe are showing no signs of decline.
πŸ‡ͺπŸ‡ΊπŸ‡ΊπŸ‡Έ#stocks #us #europe #history
there is a significant gap between the valuations of European and US companies. Historically, valuations of companies in the two markets have not differed significantly.
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EU stocks are at a record low valuation compared to US stocks (chart).