Europe
Does the US dollar have further to fall – and what are the best ways to play this theme?
Increased hopes of an end to the war in Ukraine and a dramatic shift in Europe’s defense policy have led to rising optimism around European growth and strong outperformance of European assets. But with a quick end to the war increasingly in doubt and the rise in European defense spending likely to take a while at best, what this all really means for growth, markets, and the security landscape in Europe and beyond is Top of Mind.
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