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Today's Pick

European Outlook 2026: The Recovery Settles In

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Our European strategists expect a return to growth in 2026, supported by AI-related investment, continued NGEU fund disbursements, and easier ECB policy. As inflation falls well below target in H1, the ECB is likely to deliver one to two unpriced …

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