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Tariff Relief ≠ Growth Relief

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation   Jeremie Peloso, Chief Strategist  

Europe’s near-term outlook remains clouded by uncertainty, even after the tariff reprieve. Our latest update breaks down why the risks to growth, profits, and financial conditions are still skewed to the downside — with Sweden standing out as a key bellwether.

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BCA Research | European Investment Strategy

Your exclusive gateway to European macro and market insights, now essential for investors eyeing Europe.

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