Will European stocks power on in spite of tariffs?

The uncertainty caused by the United States’ trade tariffs, combined with inflation forecasts, means global growth does not appear as rosy as it once did. US stocks have performed poorly this year, whereas their European counterparts are powering on thanks to defence and infrastructure spending. It was a similar story in the bond markets. US yields fell, but European yields rose in anticipation of higher supply and the boost that government spending brings. Go deeper into the current state of capital markets and discover the concerns and opportunities facing investors.