First Quarter Will Be Pretty Weak for U.K., Says Cazenove’s Mui

The transcript discusses the economic slowdown in the UK and Eurozone, highlighting the impact of Brexit on the UK economy and the Bank of England's decision-making. It also covers the challenges faced by the ECB due to the Eurozone's economic conditions and how markets have reacted to these developments. The discussion includes insights into inflation, wage growth, and the performance of cyclical stocks in Europe.

What challenges does the Bank of England face regarding interest rate hikes?

How have European cyclical stocks performed in relation to the economic outlook?