Euro Economies Doubling Growth Grabs Investor Attention

Eurozone economies led by Ireland and Germany expanded twice as much as previously reported to begin the year, with exports surging in anticipation of US tariffs. Eurostat’s upward revision to 0.6% growth caught most economists by surprise and capture a currency union that’s so far proving resilient.

For all the Sturm und Drang hurled by the Trump administration, Europe’s macro-economic picture still shows light on the horizon. Private equity investors have a new-found love for Germany and are prowling for deals. Defense technology stocks are booming as investors pour into meeting EU security requirements. Berlin has awakened from its slumber and is newly focused on resolving a deadlock with France over how to deepen the bloc’s capital markets.