The Pound Is in No-Man’s Land, Says Arbuthnot Latham’s Perdon

The video discusses the impact of Brexit on UK investments, highlighting a shift from being underweight in UK assets to aligning more with benchmarks. It also analyzes the US dollar's potential retracement and its effects on sterling. The European market outlook is explored, noting the Euro STOXX 50's performance despite bearish sentiments. The discussion extends to the ECB's policies, considering the implications of a hawkish leadership. Finally, the potential impact of a trade war on European credit and exports is examined.

What implications does the speaker suggest regarding the ECB's actions if the Trump put is realized for Europe?

What factors does the speaker believe contribute to the lack of structural inflation in Europe?