Market Mover Accordo o resa incondizionata?
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Jul 29, 2025 The podcast dives into the recent trade agreements between the U.S. and the EU, highlighting the heavy impact of a 15% tariff on European imports. It analyzes market reactions and the challenges faced by European companies amid a strong dollar. Discussions reveal the complexities of European governance in negotiations and the need for a more assertive stance to protect industrial interests. Additionally, it explores shifting investor preferences between European and American stocks and examines the European Central Bank's strategies for controlling inflation.
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EU-US Trade Deal Impact
- The EU accepted a 15% tariff on European imports into the US, causing a potential up to 1% GDP loss.
- This deal favored the US heavily, risking inflation and slower growth in Europe.
Europe's Governance Challenges
- Europe suffers from inefficient governance impairing trade negotiations.
- Unlike the US, Europe struggles with multiple states hindering unified and strong bargaining.
Market Shift Due to EU Tariffs
- European stock market outperformed US stocks in first half of the year but reversed mid-year.
- Strong euro and new US tariffs are now penalizing European companies compared to resilient US firms.