Risk-on in Europe
Author: Andy Kochar
July 31, 2017
Andy Kochar discusses why the current economic backdrop in Europe is supportive of risk assets. The upcoming Jackson Hole Symposium will be closely watched as a source of repricing risk if Mario Draghi is perceived excessively hawkish. In the U.S., we keenly await specifics surrounding the U.S. Federal Reserve’s plans for balance sheet reduction.
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