高盛：2024年欧盟投资环境分析报告（英文版）

Just as Europe emerged from two years of stagnation, weak survey data, increased political risk, and structural issues have put the region’s outlook back in question. So, how significant are these challenges, and how investable is Europe? GS GIR’s Jari Stehn sees a dimmer cyclical outlook, which could become even more so if Trump is reelected and implements his proposed tariffs. Bruegel’s Jean Pisani-Ferry is slightly less concerned about potential Trump tariffs in the short term, but worries