European Industrials and Potential Performance Change

The year is winding down and thoughts are shifting to what will drive markets in the New Year. There will be unknown unknowns that will surely move markets, but in this special edition we will focus on the best ideas we have to express views on the known unknowns. Every year the Macro Strategy team members independently choose the idea they think has the best chance of success in the coming year. Themes emerge from the commonalities and the talking points arise from the contrasts. Tim Graf and the team draw it all together in this Special Edition of Street Signals.

See omnystudio.com/listener for privacy information.