Report
Recovery in Europe: postponed again
Unlucky for the third year running? That is the question worth asking about the European economy. In 2022, it was hit by several negative shocks: soaring inflation, the war in Ukraine and monetary policy tightening. As these shocks eased or went into reverse, a domestic demand recovery in the eurozone seemed realistic. But these hopes were dashed in both 2023 and 2024, in large part because of the weakness of the German economy. Amid disinflation and ECB rate cuts, hopes of a recovery were pushed back to 2025. Unfortunately, as confidence indices weaken in reaction to tariff uncertainty, concerns of a fresh disappointment are mounting.
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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