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.
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