Markets Happy Hour Podcast - February 21 - What’s Next for Europe?

In this week's Markets Happy Hour Podcast we come to you from Europe, and do a deep dive into that region - its stock market and its prospects. In Europe, as is the case elsewhere, there is a bit of reeling from the clear conclusions both from the Munich security conference and its aftermath - that the transatlantic alliances as we had known them for the last few decades no longer exist.

This new world order will take some time to digest although markets, as ever, may have either cut through the noise, or jumped to the wrong conclusion. European markets have performed strongly since the Trump inauguration, and China has also seen some signs of life as the consumer stirs - despite what could be a pending residential property crisis there.

For now all eyes are on German elections at the weekend to see if they transpire as the polls show - with little volatility and more of the status quo - or if they create the kind of surprise that French elections sowed.