Forecast Revisited
The Jacob Shapiro Podcast
00:00
The Positives and Negatives of Europe's Economy
I think I still have the thesis and probably you do as well. It's just the thesis is taking a few punches to the chin. The thing that's interesting is if you look at business confidence in a place like France or Italy for that matter, even though they've had this slowdown, business confidence remains unusually high. Things could develop very well here economically and still be bad politically. That might be bad in the long term, but that can still happen in the short term.
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