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15 October 2024 Europe | Politics & Geopolitics | Rates | US

Bloomberg TV Interview: Bilal Hafeez on Germany’s Lagging Economy, the Trump Trade, and Tech Overhype

By Macro Hive
1 min read

Macro Hive CEO and Head of Research Bilal Hafeez speaks on Bloomberg Europe about Germany’s lagging economy, the banking sector, and the macro forces at play in the US economy.

0-1mins: Europe’s ‘perma discount’ and the problem at the heart of the German economy.

1-2mins: Divergence within Europe, periphery outperformance relative to Germany?

2-3mins: Opportunities within Europe – Spain and Italy underowned, tourism play attractive, little of promise within Germany due to challenging industrial and banking sectors.

3-5mins: How to interpret the banking sector amid declining interest rates.

5-6mins: US mortgage market – canary in the coal mine for the broader economy?

6-7.30mins: Is tech overvalued? Can Nvidia keep ahead of expectations?

7.30mins: What’s the Trump trade? (Inflation)

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