The latest Macrocast report from AXA Investment Managers explores the evolving global financial landscape, with a focus on the shifting dynamics of the US-European economic relationship.
Key insights include:
- European investors have surpassed China as the largest foreign holders of US government debt.
- The US benefits from this shift, as it relies on a political ally rather than a geopolitical rival.
- Potential risks arise from proposed US policies that could pressure Europe into increasing its exposure to US debt.
Read the full report for a deeper analysis of these macroeconomic trends.
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