UBS Strategist Baweja Sees Strong Euro Zone Growth in Q3

The video discusses Croatia's adoption of the euro and its implications for the Eurozone, highlighting the potential benefits for trade and tourism. It examines the Eurozone's inflation challenges and the European Central Bank's (ECB) possible interest rate responses. The risk of stagflation in Europe is analyzed, with a focus on natural gas supply issues. Investment strategies in volatile markets are explored, emphasizing the need for protection against inflation. Finally, the impact of quantitative tightening on market liquidity and interest rates is discussed.

Explain the significance of the European current account going into deficit for the first time since 2012.

How might stagflation manifest in the European economy, and what indicators should be monitored?

What strategies should investors consider in light of the current economic volatility in Europe?

What are the risks associated with quantitative tightening (QT) in the current market?