European Markets with Peter Schaffrik - April

Since the strong US CPI, markets have priced out even more rate cuts, but also started to imply a significant divergence between economic fortunes of the US and Europe. We think this narrative can only go so far, despite ECB and BoE rate cuts before the Fed's own quite likely.

Published April 17, 2024 | 7 min watch

 


Peter Schaffrik

Peter Schaffrik
Chief European Macro Strategist, RBC Capital Markets

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