BlackRock Is Neutral on European Stocks, Bonds -- Market Talk

Dow Jones
Feb 06

0624 GMT - ​BlackRock Investment Institute is neutral on European stocks and bonds, expecting the European Central Bank to keep rates on hold this year, Roelof Salomons​ says in a note after the ECB left policy rates on hold, as expected. The chief investment strategist for the Netherlands and the Nordics says that growth is "just right" for the ECB, neither rocketing higher nor stalling​, while inflation is falling and might undershoot 2% with a stronger euro. ​"With that combination, we see policy rates stuck at 2% through 2026​," Salomons says. (emese.bartha@wsj.com)

 

(END) Dow Jones Newswires

February 06, 2026 01:24 ET (06:24 GMT)

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