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European vaccination, Manchin, and Republican infrastructure spell European outperformance

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European vaccination, Manchin, and Republican infrastructure spell European outperformance

Edward Harrison
Apr 26, 2021
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Share this post

European vaccination, Manchin, and Republican infrastructure spell European outperformance

pro.creditwritedowns.com

I am going to try and fit a few topics together into a cohesive narrative around a pivot to Europe amid an ongoing stimulus campaign on both sides of the Atlantic. The broad outline is one where both fiscal and monetary policy are accommodative in North America and Europe but where the delay in vaccination in Europe moves the 'action' from a markets per…

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