Deutsche Bank's Raedler to Remain 'Underweight' Europe Relative to U.S.

The video discusses market trends, focusing on equity strategies amid changing bond yields. It highlights a shift towards defensive stocks and the implications of potential rate hikes. The Goldilocks debate is explored, emphasizing market sentiment and macro momentum's role in market sensitivity. The video concludes with a comparison of equity valuations between the US and Europe, noting the US's potential upside and Europe's overvaluation.

Discuss the implications of the recent growth slowdown on equity markets as mentioned in the text.

What is the current valuation status of US equities compared to Europe according to the analysis?