Red Thread: Europe Edition - Mid-Year Report 2025 (UBS AM)
“Who do I call if I want to speak to Europe?” - Henry Kissinger. While Europe has clearly made strides since this…
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Powerful Tailwinds Drive European Growth (Franklin Templeton)
Brandywine Global: Despite the significant threat of tariffs, Europe has shown surprising economic resilience.…
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Monthly Market Viewpoint – U.S. GDP, Inflation, and Valuations (BNP Paribas AM)
Expectations prior to the U.S. election for a soft landing by the economy in 2025 are being met, or at least the…
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How is KKR thinking about the August 2025 U.S. CPI report?
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