SOCIETE GENERALE: These 5 issues will define European stocks going forward

Now that the summer is over, and the relatively dull markets that we saw in August look to be a thing of the past, with major indexes in Europe finally starting to move significantly during trading days

The European Central Bank on Thursday was a disappointment for the markets, as ECB President Mario Draghi's press conference came and went without any explicit promises of an extension of its quantitative easing program.

Draghi's lack of any assurance seems to have shaken markets out of their complacent view that stimulus is a given these days. Markets are now looking for a little more direction.

In a note circulated to clients on Thursday evening, French bank Societe Generale shared its five biggest calls for the European equity markets going forward, illustrating what we should be looking out for in the coming months. Among the things we should be watching, consumer spending, fiscal stimulus, and Brexit feature highly.

Check out SocGen's key calls below