ECB Hawks' Pushback Shows Stimulus Is Coming, BlueBay's Riley Says

The transcript discusses the European Central Bank's (ECB) potential actions, including quantitative easing (QE) and deposit rate cuts, and the uncertainty surrounding these measures. It explores market reactions, investment strategies, and skepticism about the ECB's ability to impact the economy. The discussion includes potential trades, such as investing in BPCE, and the implications for European equities and banks.

What factors could lead to a steepening of the yield curve in Europe?

Discuss the relationship between QE and the performance of European equities.