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Germany’s electoral shift and trillion-euro stimulus mark a sharp break from Europe’s austerity era and signal an end to its industrial slump. While the resulting rally in EU markets was welcomed by investors, the real impact of the stimulus is more complex than it seems. At the same time, unpredictable Trump-era tariffs add yet another layer of uncertainty to Europe’s recovery.
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Germany's electoral shift and trillion-euro stimulus mark a sharp break from Europe's austerity era and signal an end to its industrial slump.
While the resulting rally for EU markets was welcomed by investors, the real impact of the stimulus is more complex than it seems.
Will it be enough to offset the fallout of the Trump tariffs?
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