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In conversation with the show’s anchor, Carolin Roth, Vassilis discussed how world markets are reacting to Emmanuel Macron’s victory.
As the conversation turned to the actions of the European Central bank following the result, Vassilis pointed out that “the ECB is now setting the stage for tapering after Macron’s win.”
Vassilis also underlined that we are now out of risk-on mode: the cycle of political uncertainty can now be considered closed after the Italian referendum and the Dutch and French elections. “It should provide some fuel for the risky assets,” he added.
What’s clear is that he still regards the eurozone as looking promising when it comes to equities. “We remain positive on European equities and negative on government bonds, particularly the German ones.”
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