Fabio Bassi, JP Morgan head of cross-asset strategy, said th
文 / 小金
2026-07-18 00:01:43
来源:亚金网
Fabio Bassi, JP Morgan head of cross-asset strategy, said that as long as AI remains the market’s dominant theme, European equities are likely to continue lagging other major markets. He flagged structural headwinds — higher policy rates, elevated energy costs and low productivity — but noted a medium-term support case from Europe’s large export sector if global growth stays resilient.
