BNP Paribas' Saywell Likes European Financials, Energy-Related Stocks

The video discusses the positive outlook for European equities, focusing on financials and energy sectors. It highlights the expected end of ECB's QE and interest rate hikes, benefiting financials. The energy sector is poised for growth due to rising oil prices, with a target of $85 per barrel for Brent. Trade recommendations suggest buying energy stocks over auto stocks, given potential trade tensions affecting the auto sector.

What are the two sectors in Europe that the speaker believes have strong opportunities?

What reasons does the speaker provide for believing that financials will outperform in Europe?

What is the speaker's medium-term target for Brent oil this year?

How does the speaker view the current state of oil supply and demand?

What trade recommendation does the speaker mention regarding energy stocks and the auto sector?