The shift in sentiment toward Europe – from deep pessimism to renewed optimism – has been striking. Germany’s fiscal pivot, falling inflation and interest rates, and rising real incomes stand in contrast to the White House’s chaotic policy rollout, and investor enthusiasm for Europe is now stronger than it has been in years. But how well-founded is this optimism?
Our Europe and Global teams hosted a special online briefing to discuss their major new analysis on Europe’s place in an increasingly fractured global economy and answer questions from the audience.
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