大买方贝莱德3月6日最新评论:Europe: the Next Election Shock?
Key Points:
1 Markets are anxious about upcoming European elections, but we believe near-term political risks are probably overstated.
2 Global stocks rallied last week on upbeat economic data, and the probability of a March Federal Reserve rate rise grew.
3 Market expectations for Fed monetary policy tightening could rise further if Friday’s U.S. jobs data come in strong.