Germany’s upcoming federal election has the potential to fundamentally alter the policymaking compass of Europe, lifting its growth potential. The ECB too remains highly accommodative, despite upgrading growth and inflation forecasts and announcing plans to slow the pace of its pandemic bond purchases.
We believe the unfolding political and policy map of the Euro area will enable regional equities to outperform global stocks and the EUR to rise in the next 6-12 months.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
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