Donald Trump has sent shockwaves through European corridors of power with his moves to re-engage with Vladimir Putin, his efforts to end the war in Ukraine, and his threats to withdraw the US as the backstop of the continent’s security.
But how much of the president’s rhetoric is bluster, how quickly can the facts on the ground in Ukraine and Russia change, and how ready is Europe to meet demands for stepped up defence spending?
In this special briefing, economists from across our macro and markets teams highlighted the key issues to watch amid fresh geopolitical upheaval and explaining how economies, commodities prices and financial market returns could be affected.
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