SocGen’s Top 10 Stock Picks for Bet on Further ECB Action
Euro Stoxx components screened for highest 1D implied move, highest realized/implied vol ratio and highest negative correlation to EUR/USD excluding earnings reporters pre-Dec. expiry, SocGen strategists led by Kokou Agbo-Bloua wrote.
- 10 stock picks: CA FP, AIR FP, BAYN GR, BAS GR, AI FP, ORA FP, SU FP, AKZA NA, OR FP, RI FP
- EUR should continue to drop, European equities benefit from any additional supply of liquidity