Schumacher: Es menos probable que Draghi eleve las tasas

The transcript discusses the uncertainty surrounding Mario Draghi's potential rate hike before his term ends. It highlights the need for inflation to rise in Europe and Japan to adjust expectations. The widening gap between US and European policy rates is noted, with minimal impact on the dollar. The conversation shifts to capturing the European economic recovery in risk assets, particularly in financials and industrials, despite challenges in southern Europe.

What is the main reason for the uncertainty about Mario Draghi's potential interest rate hike?

• The need for inflation to rise in Europe and Japan

• The strong performance of the US economy

• The stability of the euro

• The upcoming elections in Europe

What has been the effect of the widening gap between US and European policy rates on the dollar?

• Complete stabilization of the dollar

• Minimal impact on the dollar's value

• A significant decrease in the dollar's value

• A significant increase in the dollar's value

Which sector is mentioned as being highly exposed to the European economic turnaround?

• Financials

• Technology

• Energy

• Healthcare

What is a challenge mentioned in capturing the European economic growth in risk assets?

• High inflation rates

• Political instability

• Poor loan numbers in Italy and southern Europe

• Lack of industrial growth in Germany

Which country is noted for having concentrated industrial growth in Europe?

• Portugal

• Germany

• Spain

• France