European household spending is exploding, and with tighter monetary policy for longer, banks may be set to benefit.
With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.
CHAPTERS
1 Why Monetary Policy Has Been Ineffective to Date: Household Wealth 02:22
2 Why Monetary Policy Has Been Ineffective to Date: Insensitivity to Rate Hikes 0:11:52
3 The Most Vulnerable European Countries: The UK and France 0:19:47
4 Why Brazil Is Also at Risk 0:31:50
5 Going Long on European Banks 0:36:41
6 Viewer Questions 0:53:54
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3 окт 2024
