The shift in sentiment toward Europe – from deep pessimism to renewed optimism – has been striking. Germany’s fiscal pivot, falling inflation and interest rates, and rising real incomes stand in contrast to the White House’s chaotic policy rollout, and investor enthusiasm for Europe is now stronger than it has been in years. But how well-founded is this optimism?
Join our Europe and Global teams for these special 30-minute briefings on Thursday, 22nd May at 0900 BST and 1500 BST, where they’ll unveil a major new analysis on Europe’s place in an increasingly fractured global economy. Our economists will assess the challenges ahead and take your questions as they explore:
- Whether Europe find its footing in a world split between the US and China;
- The macro and market consequences of Germany’s fiscal easing – and whether others will follow;
- How far the will UK go to re-engage with Europe in a post-Brexit, Trumpian landscape;
- What wider deficits and tight monetary policy mean for European economies;
- If changing perceptions of risk will lead to a lasting repricing in European financial markets.
Note: we are hosting 2 sessions at 0900 BST/1600 SGT and 1000 ET/1500 BST. If you are unable to attend either of the live sessions, registering will ensure you are sent a recording.
Please note you must be logged in to register for this Drop-In.
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