Goldman Sachs' Bell on European Markets

The video discusses the worsening economic situation in Europe, focusing on the slow vaccine rollout and increasing lockdowns. It highlights the impact of fiscal stimulus delays and the EU Recovery Fund, particularly in Italy and Spain. The video also covers corporate investments, such as Volkswagen's EV shift, and sector transformations in retail, banking, and utilities. The travel and leisure sector's performance is analyzed, considering the UK's fast vaccine rollout. Finally, the video examines China's economic growth and its influence on European markets.

How is the European auto sector adapting to the shift towards electric vehicles?

What are the implications of the slow vaccine rollout for the travel and leisure sector?

What are the expected growth rates for China in 2021, and how might this affect Europe?