video On MarketBrief, Mohamed El-Erian unpacks the major risks within Europe's economy. And, as the streaming wars heat up, CFRA equity analyst Tuna Amobi discusses how Disney has helped usher in a 'golden era' of streaming entertainment.
On Europe, I would disagree. Business sentiment is picking up for a few months, inventories build up has been drawn down (which means industrial production will pick up soon) and fiscal policy in 2020 is actually growth supportive (euro area as a whole). I see upsides for EUR in 2020 especially against low yielding EMs.