European capital markets are gaining attention amid optimistic policy developments, such as the EU’s defense spending plans and Germany’s “debt brake” reform. Despite challenges from US tariffs, Europe is outperforming America across various asset classes, but it must act swiftly to maintain investor confidence by enhancing fiscal space, pursuing trade agreements, and adopting structural reforms to boost growth. With growing inflows into regional equity funds and the euro strengthening, the EU must deliver on its commitments to attract and retain capital.
Full Article
Europe’s ‘happy vassal’ complex
The recent US-EU trade agreement has significantly weakened the EU's global standing, exposing its political vulnerabilities and undermining its climate agenda while highlighting a troubling trend of “vassalisation heureuse.” As Trump’s imperial vision takes shape, the EU struggles to assert its sovereignty amid growing dissatisfaction among Europeans, revealing an existential threat that could reshape international order if not effectively resisted. Want More Context? 🔎
Read more