HSBC长篇 : European Equity Insights：French election from macro to Macron？

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

       HSBC 2 月 7 日长篇报告。
　　Macro has been in the driving seat in Europe in the year-to-date.Yes，Brexit has been rumbling on in the background and tweets coming from across the pond have signalled an increased level of uncertainty with respect to transatlantic trade and defence relations.But the continued improvement in the global business cycle has more than offset this political noise，in our view.Could this now start to reverse？Elections are coming in Netherlands（Q1）and France（Q2），with Germany arriving in H2 and possibly Italy.The French election is our focus in this report.We perceive this event to be the most significant given that it may well mark a fork in the road of the political landscape，not just in France but across the whole of the EU. 20170207-HSBC-EUROPEAN_EQUITY_INSIGHTS：FRENCH_ELECTION：FROM_MACRO_TO_MACRON？-609217.pdf (465.1 KB, 需要: 2 个论坛币)

2017-2-7 16:51:21 上传

需要: 2 个论坛币  [购买]

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：European Insights Election Insight Europe background political continued business driving

[biggrin]

多谢楼主分享