Description

The ECB displayed no limits in its policies and is keen to change its operational rules. The recovery fund framework still needs to be confirmed, especially on the mutualisation degree. Some countries request loans, others grants. Does this fund will be enough to restore some confidence among investors in the Eurozone? Which decisions from the credit ratings agencies can be expected? Monica Defend, Global Head of Research, explains the decisions taken on the EU summit of 23 April and its potential consequences in Covid-19 crisis management. Alongside this macroeconomic analysis, Kasper Elmgreen, Head of Equities, gives his comment on the equities market. Is the market too optimistic on equities? How about earnings recovery and dividends cuts? Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage, leads the interview for this new special episode of Blue Convictions.

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DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.

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