Markets
Investors flock to Europe as US exceptionalism fades: BofA survey
The latest Bank of America Fund Manager Survey shows a record rotation from US to European equities, driven by Germany’s fiscal stimulus and rising defence spending. A net 60% of investors expect stronger European growth, marking a sharp sentiment shift.
Economy
President Trump's return: What it means for eurozone interest rates
This president's second term is set to reshape global economic policy, with trade tariffs, tax cuts, and a stronger dollar impacting inflation and interest rates. While the Fed may hold or tighten rates, the ECB is expected to cut further as eurozone growth remains weak.