Surveillance: BOJ Jolt with BNY Mellon's Yu
Bloomberg Surveillance
00:00
The Future of the European Financial Markets
The data continues to come in pretty good. The surveys and sentiment continues to be, for the most part, pretty lousy. We think this situation in Europe is better than it's being portrayed. And so we think the big opportunity right now for the next six to 12, 18 months is an emerging market equities and commodities that are at 15 to 20 year lows relative to the US equity market.
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