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Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally

Making Sense

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European Equity Market

European equities have seen a pretty staggering and indeed surprising move. The key question now is whether all these drivers of the market's art performance are still strong enough to drive a further rally here. I don't think so, says J.P. Morgan equity strategist John Defterios. He lists three reasons which could make it trickier for Europe to keep out performing the US from here onwards. One monetary policy to micro and three flows.

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