Barclays' Cau on Further Rate Hikes

The video discusses the European Central Bank's (ECB) rate trajectory amid high inflation and resilient growth. It explores the impact of these factors on European equities, noting a decent rally despite challenges. The influence of China's economic recovery on European markets, particularly in luxury goods and commodities, is examined. The video also covers bank earnings, highlighting the effects of rising interest rates and potential credit risks.

What role does investor sentiment play in the performance of European equities?

How might the recovery of the Chinese economy affect European markets?

What challenges do banks face in the current economic environment?