Green Light Not There for Europe Stocks, Deutsche Bank Says

The video discusses the impact of trade war concerns on European stocks, highlighting the major downside risks to growth. It examines the domestic drivers of growth, such as currency strength and inventory cycles, and their improvement. The discussion shifts to the competitiveness of European dividends and the potential flow of US funds to Europe. The video also explores investment strategies, focusing on yield differentials and reliable drivers of stock performance, emphasizing the importance of historical relationships in determining stock movements.

What is the significance of the dividend yield differential mentioned in the text?

What historical relationship is suggested to be a reliable driver of stock performance?