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As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform
As Goldman Sachs suggests, European equities are uniquely positioned to benefit from the AI revolution, enhancing productivity at a time when US markets may stagnate. The predictions highlight a potential shift where Europe could leverage its regulatory environment to boost growth more effectively than its American counterparts. This is important not just for equities, but also for the EUR, as a productivity revival could stoke confidence and influence ECB rate decisions, ultimately impacting the USD/EUR exchange rate.