EU fiscal reform – war as super-glue

Report Date: 1st December, 2022

The euro has bottomed. Our target is $1.12-1.15 next year. This is as much due to the US dollar peaking as the fortunes of Europe. Nevertheless the EU solidarity caused by war is likely to be extended in peace by the creation of more pro-growth fiscal rules and fewer shocks.

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Author: Independent Strategy

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