Ballooning US federal deficits will heighten investors’ concerns about the sustainability of US fiscal policy, pushing them to look for opportunities arising in other areas.
The first six months of 2025 brought many unexpected events and shocks that rocked financial markets and complicated the task of economic forecasters. As we enter the second half of the year, what has changed and what might this mean for the economic outlook for the rest of 2025?
“Renewed security challenges in a fragmented world indicate that Europe must strengthen its strategic autonomy. NATO’s latest declaration to raise defence spending may present such an opportunity for the region.”