JPM's Ward: European Electorate Want 'Growth Agenda'

The transcript discusses the impact of political uncertainty on European markets, emphasizing the need for a growth agenda. It explores US-EU trade relations, highlighting Europe's potential benefits from US hostility towards China. The economic debate between the US and Europe is analyzed, with a focus on tech market dynamics and the challenges faced by the UK post-Brexit. The role of liquidity in market dynamics and potential risks is also examined.

What role does the ECB play in addressing growth issues in Europe?

How might the tech boom affect Europe’s economic performance relative to the US?

What are the implications of the wage data released in the UK for future economic policy?

What are the potential risks of running the same economic playbook as in 2016?