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Bloomberg Surveillance TV: June 21, 2024

Bloomberg Surveillance

CHAPTER

Navigating Economic Uncertainty in Europe and Defensive Sectors

The speakers explore the potential impact of monetary tightening on growth momentum in the US and Euro area, highlighting concerns about the vulnerability of European equities and the opportunities in defensive sectors like food and beverages. They discuss the significance of economic risk over political risk, potential catalysts for outperformance in defensive sectors, and indicators like PMI and labor market trends for evaluating market perceptions.

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