Market Focus
Will Trump Make Europe Great Again?
While the main Q1 2025 theme has been “America First”, the year-to-date market story has been more nuanced. “America First” would suggest an outperformance of US assets, but it is European assets that have started the year on a strong footing: The EURO STOXX…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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