Europe Loves Trump: The Accidental Catalyst Behind The 50% Melt-Up
Lesser evil
Call it ironic alpha: “Europe loves Trump.” Not politically, financially. As U.S. policy uncertainty spikes, global money floods into Europe. The result? A sentiment-fueled stronger equity market, tighter credit spreads and rising EPS revisions. Let's have a look at Europe from the glass half-full or may we call it TDS perspective.