We see the European Central Bank (ECB) shifting decisively dovish in coming months, against the backdrop of stabilizing growth outlook and persistent inflation undershoots. This is the main reason that has prompted us to close our underweight call on both European equities and credit, and to upgrade European government bonds. Eurozone financial conditions, as measured […]
source https://thebtrader.com/2019/07/23/reasons-behind-our-upgrade-of-european-assets/?utm_source=rss&utm_medium=rss&utm_campaign=reasons-behind-our-upgrade-of-european-assets
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