European Investment Strategy

Strategy Report

Five Pressing Questions (And Four Trades) For 2017

22 Dec 2016

by Dhaval Joshi, Chief Strategist

BCA Research | European Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

The BCA Way

Our Philosophy, Your Edge

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Contents

Executive Summary / Insight
1. How Will The European Economy Cope With Higher Interest Rates?
2. How Will The European Stock Market Cope With Higher Interest Rates?
3. How Will The EU Respond To The Start Of Brexit?
4. Will The Bank of Japan's 0% Bond Yield Peg Undermine ECB Credibility?
5. What Does China's Debt Super Cycle Mean For Euro/Yuan?
Fractal Trading Model*
Equities
Bond & Interest Rates
Currency & Other Positions
Closed Trades
Currency & Bond
Equity Sector
Country Equity
Bond Yields
Interest Rate

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Topics covered

Secession/Breakup Money/Credit/Debt Asia Debt Supercycle Economy Financial Markets Geopolitics China Developed Countries Euro Area Europe Gov Sovereigns/Treasurys Japan Emerging Markets Equities Fixed Income