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Navigating Uncertainty in European Finance
This chapter explores the challenges faced by the European financial sector amidst geopolitical tensions and tariffs from the Trump administration. It highlights key discussions set to take place at the upcoming European Financials Conference, focusing on deregulation, defense spending, and the evolving banking landscape post-2008 financial crisis. Additionally, the chapter examines the implications of European Central Bank policies on interest rates and how they may affect bank performances and investment strategies.