BlackRock Strategist Sees Room to Grow in European Stocks

The video discusses the valuation and growth prospects of European markets, comparing them with US stocks. It highlights the role of ECB policy, consumption, and unemployment in driving European growth. The underperformance of European markets is analyzed, considering factors like unemployment and fiscal policy. The impact of political risks on bond yields and ECB policy is also explored.

What factors contribute to the improved growth momentum for Europe?

How does political instability affect the economic outlook in Europe?

What role does the ECB's accommodating policy play in Europe's economic recovery?

In what ways has consumption been a driver of growth in Europe?

What are the implications of rising periphery bond yields in Europe?