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ECB Lowers Interest Rates -- Watch These Five EU-Exposed Stocks

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The European Central Bank lowered interest rates Thursday, and for investors particularly exposed to the eurozone, there are five specific stocks that will be very sensitive to economic changes in the block. 

The ECB announced it implemented stimulus measures Thursday morning, an indication the quantitative easing program it had initiated after the financial crisis may soon be back in swing. EU stocks rose, as did all three major indices in the U.S. 

But there are five U.S. stocks in particular that benefit greatly from better economic conditions in Europe, as they see a large potion of their revenue streams from the EU:

  • McDonald's (MCD) (34% revenue from EU) + 1.58% 
  • PVH (PVH) (34% revenue from EU) +.52% 
  • Fiat-Chrysler (FCAU) (18% revenue from EU) +1.89%
  • DuPont de Nemours (DD) (19% revenue from EU) Flat-to-down
  • Honeywell (HON) (24% revenue EU) -1.29% 

There are other notable U.S. companies that see a significant portion of revenue from the EU, but some of these companies are less cyclical, and less impacted by changing economic conditions in the EU. These include Kraft-Heinz (KHC) , which is in the middle of turning around a failed strategy, and Coca-Cola (KO)

The five above companies usually experience stronger tailwinds and harsher headwinds when consumer and business spending gets a boost or a hit. 

DuPont and Honewell are holdings in Jim Cramer's Action Alerts PLUS member club. Want to be alerted before Jim Cramer buys or sells these? Learn more now.

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