Schumacher: Es menos probable que Draghi eleve las tasas

The transcript discusses the uncertainty surrounding Mario Draghi's potential rate hike before his term ends. It highlights the need for inflation to rise in Europe and Japan to adjust expectations. The widening gap between US and European policy rates is noted, with minimal impact on the dollar. The conversation shifts to capturing the European economic recovery in risk assets, particularly in financials and industrials, despite challenges in southern Europe.

What factors contribute to the uncertainty regarding Mario Draghi's potential interest rate hike?

How does the current policy gap between the US and Europe affect the dollar's movement?

In what ways can investors capture the turnaround of the European economy?

Discuss the potential risks and opportunities in the financial sector related to European economic growth.

What are the implications of industrial growth concentrated in Germany for the broader European economy?