Tag: Europe
In his the second part of his latest interview, Cambiar President Brian Barish chats about investment opportunities in Europe, China's recent stimulus plan, and the importance of military and defense stocks.
In this episode, Cambiar President Brian Barish chats about the unexpected activity in the stock market during the usually slow summer months. Topics range from interest rate cuts, rising market breadth, and upcoming elections.
Europe so far has been able to manage through the energy crisis brought on by the Ukraine War. However, to jump-start their economy, they may need to increase their purchases of higher-priced global LNG. We examine the economic landscape.
We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.