Where's the Best 2019 Trading Opportunity in Europe?

The video discusses the potential recovery of the euro, influenced by the Fed's tightening cycle. It highlights European banks and interest rate changes, with a focus on President Draghi's potential actions. The coalition's deficit negotiations with the European Commission are also covered. Opportunities in cloud computing, particularly with companies like Capgemini and SAP, are explored. The video examines the healthcare and staples sectors, noting their defensive nature and growth potential. Finally, it provides insights into the industrial sector, emphasizing global growth and attractive valuations.

What is one reason the euro might recover according to the video?

• The Fed is starting a new tightening cycle.

• European banks are decreasing interest rates.

• The Fed is nearing the end of its tightening cycle.

• Italian government bonds are losing value.

What is the coalition trying to achieve with the deficit?

• Lower it to 1.92%

• Increase it to 3.5%

• Maintain it at 2.4%

• Raise it to 2.8%

Which sector is considered defensive and strong in Europe?

• Real Estate

• Technology

• Healthcare

• Automobile

Which company is mentioned as having interesting opportunities in cloud computing?

• Capgemini

• Microsoft

• Oracle

• IBM

What is a benefit for industrials in the current economic climate?

• High interest rates

• Strong growth in the US and emerging markets

• Decreasing global demand

• Rising inflation