Geopolitical calm would help, until then Europe tied to cyclical shifts

A number of things can go right for Europe

Earlier this month, BofA Securities hosted a Global Investor Summit in Rome, Italy. In attendance were corporate executives, prominent investors, policy experts, members of BofA management and several BofA Global Research strategists. Topics ranged from private capital to understanding central banks to the future of Europe. Michael Hartnett suggests that while European markets have been doing well, you often hear a less bullish view of the world in the region. Perhaps this is because of Europe's dependency issues, from energy to trade and beyond. But European stocks have done well at times of geopolitical peace. And Europe, with its dependence on trade, may benefit from the improving indicators that several BofA Research strategists have been highlighting. Join us in this special Europe-focused episode.

 

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