Insights

Macro Insights Weekly - The case for Europe

24 March 2025
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  • Europe is at an intriguing crossroads. Its myriad challenges are well known, but its leaders appear energised to deal with them like never before.
  • Trump 2.0 is bringing Europe together, but the urgency for greater action predates that. 
  • Last year's Draghi report on competitiveness was a major wake-up call.
  • EU's plans to boost defence spending substantially is striking.
  • Germany's recently passed legislation to loosen its fiscal purse reinforces the continent's resolve. 
  • Much can go wrong, but Europe has the wherewithal to mount a major comeback.

 

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