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)
Despite the significant threat of tariffs, Europe has shown surprising economic resilience. Structural forces,…
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Don’t Sweat “One Big Beautiful Bill Act” Deficit Fear (Fisher Investments)
This video explores why the OBBR Act is unlikely to lead to a fiscal crisis.
Graph of the Week – Have Tariffs Driven Economic Decoupling? (BNP Paribas AM)
As the Sino-U.S. trade conflict intensified after 2018, China’s trade with the G3 countries declined. However, it…
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