#EuroBulls: European economic performance has been a shipwreck in its protracted "crisis", but the tide is turning. We're bullish on the marginal, positive change in the fundamentals, the improving risk climate, and the EUR versus the USD as Bernanke and Co. talk down U.S. growth and the Greenback.
This is a brief excerpt from Hedgeye's 52-page Q4 Macro Theme Deck. For more information on how you can subscribe to Hedgeye research click here.
