A step forward for Europe
- From sluggish to strong: Germany poised to support Europe’s growth
- Ukraine and Europe’s path ahead
- A step forward for Europe
Global Investment Views
Markets between love and fear
Markets between love and fear In February, the markets have shown that love is in the air: despite new tariff announcements, inflation risks, and the DeepSeek shakeup, positive market sentiment continues to prevail. In Europe, equities reached new all-time highs, and in the US, there is evidence of a broadening equity rally, as the dominance of the Magnificent Seven may be starting to fade. However, uncertainty remains at extreme levels, with renewed fears emerging following the higher-than-expected January CPI, which recorded its fastest increase in a year and a half, and some weak US economic data.
Summary
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