BlackRock Says Fragmentation Risks Are Weighing on Europe

The video discusses a geopolitical risk dashboard focusing on European fragmentation, highlighting its impact on market focus and broker research. It examines European market sentiment, noting the influence of populism and the underperformance of European equities. The discussion extends to growth expectations and ECB policy, considering potential rate hikes and the influence of global trade tensions and political factors.

What factors are influencing the growth expectations in Europe?

What concerns do economists have regarding the ECB's policy tightening?