FT News Briefing
Defending Europe without the US
Feb 21, 2025
Investors are pushing for major reforms in Europe’s debt securitization market. Walmart has bounced back, boasting record revenue and expanding its e-commerce strategy to fend off Amazon. Meanwhile, Alibaba is aggressively investing in AI as it experiences significant revenue growth. An intriguing discussion arises around how Europe might need to bolster its own defense strategies if U.S. military support diminishes, prompting a reevaluation of readiness in a changing geopolitical landscape.
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Quick takeaways
- Investors are pressing for reforms in the EU's debt securitization market to boost investment opportunities and economic growth.
- Walmart's resurgence as the top global retailer highlights its strategic shift towards e-commerce amidst stiff competition and economic challenges.
Deep dives
Revamping EU Debt Markets
The European Union is being urged by investors to reform its debt securitization rules, which currently impose strict regulations on risky loans and mortgages bundled into securities. These regulations were introduced following the 2008 financial crisis but are now seen as excessive, according to companies like PIMCO and Generale. The potential reforms aim to rejuvenate the debt market, which is critical for attracting investments in the EU and UK. A more vibrant debt market could enhance financing avenues for businesses and consumers, promoting economic growth across the region.
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