241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence

• Europe is experiencing an air of optimism in 2025 due to more flexible fiscal policy and increased government spending on infrastructure and defense.
• European defense companies and banks have seen significant growth year to date, indicating potential for further investment opportunities.
• Challenges to Europe's long-term competitiveness include an aging workforce and underdeveloped capital markets, but progress is being made in areas such as harmonizing tax rules and increasing efficiency in capital markets.

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