Pushing Europe to the edge of a precipice may seem like a brilliant tactical move. But strategically? Some signals are already visible: after a decade of persisting underperformance, European equities have significantly outperformed U.S. stocks since the beginning of 2025. The Euro is soaring against the Dollar. The gap to be filled is still huge. But international investors are astute; they understand long-term dynamics. They move real money, not dumb money.
The markets are certainly showing signs of displeasure in U.S. equities currently aren’t they. Gold continuing its charge is also worth noting! I always question if Europe is productive enough in its businesses to plug the gaps you mention to the U.S. and China. Would love to hear your thoughts on such a topic! Your piece certainly touches on many great topics including European fragmentation and debt so thank you for sharing it and thanks for your comment!
Pushing Europe to the edge of a precipice may seem like a brilliant tactical move. But strategically? Some signals are already visible: after a decade of persisting underperformance, European equities have significantly outperformed U.S. stocks since the beginning of 2025. The Euro is soaring against the Dollar. The gap to be filled is still huge. But international investors are astute; they understand long-term dynamics. They move real money, not dumb money.
https://open.substack.com/pub/marketszoon/p/europe-is-either-emerging-as-a-global?r=58uzcq&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
The markets are certainly showing signs of displeasure in U.S. equities currently aren’t they. Gold continuing its charge is also worth noting! I always question if Europe is productive enough in its businesses to plug the gaps you mention to the U.S. and China. Would love to hear your thoughts on such a topic! Your piece certainly touches on many great topics including European fragmentation and debt so thank you for sharing it and thanks for your comment!