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17th Feb 2025 18:57EurozoneDaily Monitor

  • Political uncertainty is soaring in Europe, but EZ equities have never felt better; what’s up?
  •  We think markets are betting on another Hamiltonian moment in Europe, this time on defence policy. 
  • Europe will rise to the challenges it faces, but have markets bought into the hype too strongly?

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Keywords for: 19 February 2025 Eurozone Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence