Target, Energy, Debt Ceiling, and Doximity (Podcast)
Bloomberg Intelligence
00:00
The Euro Dollar and the Eurozone ETFs
We don't have any kind of bottom-up variable set that we model and that's simply a commercial division to be completely honest. European assets both European equities relative to the S&P and euro dollar Europe is the height be to growth play it is most sensitive to global GDP improving to commodity market running. EZU the Eurozone ETF screens is very slightly rich relative to spy so if you think we are about to get the recession we've all been waiting for and global growth is going to turn aggressively lower. Then all those trades that have got overweight Europe might need to be reconsidered.
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