Market Update, 11 February 2025, with columns by Harry Geels, Probability & Partners, Stephan Langen and Bob Homan
Market Update, 11 February 2025
Bob Homan: The boy who cried wolf
We still have few tactical bets open after neutralizing our overweight in US equities. Just to be on the safe side, in case Donald Trump does come through with a threat.
Harry Geels: Best weapon against Trump is strong internal market
The most important task for the EU is to strengthen the internal market, supplemented by deregulation, tax relief and less bureaucracy. That is precisely what is lacking.