Outerblue Convictions – Global Investment Views – Europe rallies behind historic German spending bill
Description
In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening in Europe in the past few weeks, in particular, the historic spending package approved by the German parliament. Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, catch-up to discuss the remarkable change in policy, and its implications for Germany and the wider Eurozone.
Will the rally in European markets continue and what opportunities does this open up on the equity and fixed income markets? The episode continues by examining the monetary policy outlook in Europe and how this compares to the projections for US growth.
Finally, we look at whether the Chinese stimulus package announcement has changed our view on the economic and market outlook for China.
This month's topics: Germany, Europe, Defense spending, Markets, Growth, Inflation, Equity, Fixed income, US, China, Monetary policy, Interest rates
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