Trades for Europe

I'm looking to go along your a dollar for the second alf of the year. As you will tightenin the interustry, differential being prize in for words. From a nominal growth perspective, europe might overperform consensus more than the us. Will be able to overperform concensus. Yet, they sat the framework ups. No point is change everything now. And i ne sen of trades for europe. You mention some views onte us markets. I mean, given this perspective, you have somewhat more optimistic seclety on europe, the possibility of an offiniciby mover. What types of trades are you looking at in your so over