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8/15/12

France: Surprise! Europe’s Next Hot Spot Not Where You Think - by Scott Wapner

 Prepare for Europe to again take center stage in the fall. And FX Concepts Chairman John Taylor tells us the next hot spot will probably catch many investors entirely off guard.

France is the one that’s going to trick everyone,” says Taylor during a live interview on CNBC’s Fast Money Halftime Report.

With investors so focused on the potential need to bailout Spain and Italy, he thinks they’re all but ignoring the data out of France.

“This is the third quarter in a row that France has shown absolutely no growth,” says John Taylor, founder of one of the world's largest currency hedge funds. That’s a problem.

Read more: Surprise! Europe’s Next Hot Spot Not Where You Think - Fast Money - CNBC - CNBC

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