Europe Is Where We Have to Worry: Jerram

The transcript discusses investor skepticism regarding the ECB's balance sheet expansion and potential policy splits within the ECB, particularly between German and liberal policymakers. It highlights global economic concerns, focusing on PMI readings and inflation issues in the eurozone. The US economy is analyzed, with attention to interest rate forecasts and their impact on emerging markets, particularly in Asia. Japan is identified as a promising investment opportunity due to its market conditions and corporate governance improvements.

What concerns were raised regarding the ECB's ability to implement stimulus measures?

How has the PMI manufacturing reading been perceived in relation to the global economy?

What are the implications of the U.S. jobs report for the economy and Asia?

What challenges do emerging markets face as the U.S. heads into tightening?

What factors contribute to Japan being considered a good investment opportunity?