What concerns are raised regarding the German economy and its potential recession?
We Are Very Selective in European Equities, Says Barclays’s Cau
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The video discusses Barclays' strategy on European equities, highlighting a cautious yet optimistic view on the market. It addresses concerns about the German economy, suggesting potential recession risks. The discussion also covers the earnings outlook for 2019, noting a cautious stance due to strong base effects from 2018 and limited growth expectations in both the US and Europe.
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How do the earnings outlooks for the US and Europe compare according to the text?
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