Germany is heading for a second technical recession in as many years, France’s new prime minister has inherited an intractable public finance problem, and the ECB is planning to lower interest rates only gradually as the euro-zone economy struggles.
Our new quarterly Outlook report explores the key growth and policy challenges facing Europe, with analysis and forecasts highlighting the struggles within its largest economies, but also some brighter spots where investors can expect outperformance.
Our Europe team held an online briefing about this latest Outlook and what it has to say about the direction of European growth and interest rates.
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