European financials offer value amid ECB tapering talk, finds SocGen

French bank’s credit research looks at where to put money with a tapering European Central Bank 

Comment by: Anonymous. Posted 7 years ago [2016-10-24 17:16:34]

It's hard to imagine the European bond market without "an ECB narrative" to guide it. What can the ECB say in December? "Mission Accomplished - we've created our desired inflation"? That won't give much comfort.