Value Stocks, Financials in Europe Are Key to Own, Says BNP Paribas' Saywell

The transcript discusses market reactions to recent economic developments, focusing on the Canadian dollar, Mexican peso, and US futures. It highlights the potential for emerging markets to perform better towards the end of the year due to trade de-escalation. The conversation shifts to European assets, emphasizing the value in underperforming stocks and the expectation of a steepening yield curve in the eurozone, driven by rising inflation and comments from Mr. Draghi. The discussion suggests that value stocks and financials will be key investments in the eurozone during Q4.

What are the reasons for liking value stocks in Europe according to the text?

What does the speaker predict about the yield curve in the eurozone?