On Friday Morgan Stanley cut a note highlighting European equity data. Here's a few key charts.
As for QE, Goldman Sachs says:
Yet our base case remains that the macroeconomic situation does not cross the threshold
required to trigger sovereign QE. Nevertheless, area-wide activity will remain weak and
inflation undesirably low. In this context, the ECB will act further. We expect the ECB to
deliver easing in the form of a deepening and broadening of its credit easing
programmes directed towards the private sector.