Citi Strategist Sees Global Markets Focused on France

The video discusses the political risks impacting global markets, particularly focusing on the French election and its potential outcomes. The 'volcano thesis' is introduced, highlighting investor uncertainty and market paralysis. Investment strategies are explored, with a preference for US markets over European bonds. The video concludes with opportunities in European markets, emphasizing earnings growth and cyclical recovery.

What factors are influencing the current state of European equity flows?

What is the speaker's perspective on the earnings growth in Europe compared to the US?