Europe’s Stresses Demand Creative Thinking

Published on
April 13th, 2017
Topic
Politics, Fiscal Policy, Europe
Duration
15 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit

Europe’s Stresses Demand Creative Thinking

The Interview ·
Featuring Marcus Ashworth

Published on: April 13th, 2017 • Duration: 15 minutes • Asset Class: Currencies, Equities, Bonds/Rates/Credit • Topic: Politics, Fiscal Policy, Europe

Marcus Ashworth conducts a whirlwind tour of Europe, identifying the challenges ahead for the EU, notably in the Italian banking sector and a muddy compromise looming in Greece. Looking beyond the upcoming elections, Marcus isolates the real problem for Draghi and the need for a creative solution to continue QE, with Germany now more concerned with inflation and the weaker European nations unable to stand up on their own. Filmed on March 22, 2017, in London.

Comments

  • FM
    Fraser M.
    19 April 2017 @ 08:18
    Re: French election; I think the balance of probabilities sees a good showing by Le Pen in the first round based on an immigration protest vote which will rattle markets before the second round on 7 May which will see Macron win and the start of a European equities rally
  • S
    Sean .
    18 April 2017 @ 23:27
    He overestimates Macron. Macron does not have a party infrastructure, he has massive media support (which is tickle and can be a curse) and he is the epitome of the Fifth Republic establishment. Even
  • PR
    Peter R.
    13 April 2017 @ 22:39
    excellent summary of Europe politically and economically. Marcus we have missed your insight. More please RTV.
  • MY
    Madjid Y.
    13 April 2017 @ 15:25
    A very good series of interviews done by Ian on the 22nd of March, with very good insights into some potential trades. Thanks
    • VK
      Viresh K.
      15 April 2017 @ 12:09
      I think some of the questions asked in this interview weren't great though. It seemed like Marcus was trying to lead the interview towards the Italian situation multiple times but the line of questioning didn't follow.
  • VK
    Viresh K.
    13 April 2017 @ 13:31
    Good interview, but slightly too short!
  • VK
    Viresh K.
    13 April 2017 @ 13:27
    Think France is too close to call - I'd ignore any political commentators views on this topic. There are simply too many people undecided.
    • DP
      David P.
      16 April 2017 @ 10:08
      The Le Pen vote is notoriously underestimated in polls given that a faithful part of her electorate, which lives in the "deep" countryside, is not using internet on a regular basis and therefore does not participate in internet based polls. Even big news outlet like "Le Monde" are highlighting that the first 4 candidates are "in the margin of error". The interesting question is: what happens with French sovereign debt. There is conflicting information about which currency it will be denominated in case of Frexit.

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