Lower Dividends Already Priced Into Equities: Jullier

The video discusses the importance of earnings growth in balance sheets, especially in a low-growth world. It highlights the role of corporate bond purchases in Europe and the potential for companies to leverage themselves for dividends. The impact of commodities, particularly oil, on dividends is examined, noting that some effects are already priced in. The discussion shifts to Brexit, its implications for the FTSE, and the challenges faced by European banks, including regulation and negative rates. The video concludes with the need for capital increases in banks and the difficulty in making buying decisions due to market uncertainties.

In what ways does the current economic climate affect dividend yields?

What is the significance of the ECB's announcements in relation to lending in Europe?