ECB Needs Reforms, QE Not Enough: Poole

The transcript discusses global economic stimulus efforts, focusing on the actions of the BOJ, ECB, and Fed. It examines the impact of these actions on currencies and interest rates, particularly the yen and euro. The discussion also covers fiscal policies in Europe, highlighting the need for economic reforms and the challenges posed by deflationary risks. The global recovery is analyzed, with a focus on asset allocation strategies, emphasizing equities, credit, and real estate as attractive investment options.

In what ways do fiscal policies in Europe differ from those in the US?

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What are the structural issues affecting Japan's economy?

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What role does political will play in implementing labor reforms in Europe?

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