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Bloomberg

Inflation Is a Tailwind for European, Morgan Stanley Says

Friday, July 10, 2026


Marina Zavolock, Morgan Stanley's chief European equity strategist, stated that European equities could benefit from higher inflation because the market underestimates the region's exposure to sectors that profit from rising prices. Zavolock cited real asset exposure and bank exposure as relevant factors in this dynamic. The statement was made to Bloomberg Television.

Original reporting: https://www.bloomberg.com/news/videos/2026-07-10/inflation-is-tailwind-for-europe-stocks-morgan-stanley-video

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