Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta
Behind the Markets Podcast
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The ECB and the Fed, What's Happening in Europe?
I think the first three quarters Europe has been quite resilient in terms of both growth and inflation. And I think that was largely due to the resilience of the economy coming out of the omicron variant. But clearly, as we move into two four of 2022 and end this year it's going to be a much more difficult test for Europe. We've seen rationing take place on a border scale. We've had consumer spending being quite resilient. You know, we've had that fiscal stimulus that was provided from the relief package supporting growth across several economies. That is why we've seen fairly resilient equity performance alongside, you know, some strong games, especially over the last three last six weeks
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