by David Roche
The European economy is headed for recovery. The consumer is spending again and exporters will do better from synchronized global growth. What’s more, the state is gradually loosening its icy grip on free enterprise. Above all, the European Central Bank won’t raise interest rates, while the Federal Reserve will hike them by another 50 to 75 basis points before the year-end. So I reckon European financial assets will outperform those in the US over the rest of this year.
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