Jens Eisenschmidt from Morgan Stanley discusses Europe's optimistic economic outlook for 2024-2025. Topics include lower interest rates, stronger consumption, inflation nearing ECB target, and the unique relationship between growth and inflation in the euro area.

Jens Eisenschmidt, an economist focused on US-EU relations, joins the discussion on the heating rhetoric of the US elections and the pivotal role of tariffs. They analyze how proposed tariffs impact both the US and Chinese economies, driving up prices and stifling growth. The conversation delves into potential EU retaliatory measures and the long-term implications for transatlantic relationships. Amid electoral uncertainty, they explore how tariffs might shape global corporate confidence and the overall economic landscape.

Chetan Ahya, Chief Asia Economist at Morgan Stanley, and Jens Eisenschmidt, Chief Europe Economist, dive into the resilient global economy amidst market volatility. They discuss the U.S. economy's soft landing and persistent consumer spending. In Asia, they highlight Japan's successful reflation narrative, while painting a stark picture of China's debt deflation struggles. Moving to Europe, they analyze the European Central Bank's response to inflation amid tepid growth. Exciting insights on interest rate adjustments and regional economic strategies await!