Across the Pond: The Brighter Outlook for Europe in 2026
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The U.S. has dominated headlines in 2025, with investors focused on AI breakthroughs, policy shifts from the Trump administration, and the outlook for Fed rates. Yet, so far this year, European equities have outperformed their U.S. counterparts in U.S. dollar terms - and the outl
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Signal over Noise with Ulrike Hoffmann-Burchardi
The desk interprets recent comments from Ulrike Hoffmann-Burchardi at UBS regarding the contrasting technological and geopolitical landscapes between the U.S. and Europe as a crucial turning point for investors. Per the full note, while Europe experiences a temporary boost from fiscal stimulus in 2026, its long-term growth depends on reclaiming its competitive edge in technological innovation where the U.S. currently leads with a 64% share of global startup funding. This narrative indicates a potential U.S. dollar strength relative to the Euro if the divergence in growth prospects continues to widen.