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Schwab Network

Trade Tensions Boost European & Emerging Markets Leadership

8 min27 mars 2025

Rising trade tensions and a slowing U.S. economy have created a perfect storm for international markets to outperform. Jeffrey Kleintop explains why European stocks may continue to lead the charge. He also makes the case for emerging markets. Plus, find out which European defense stocks are benefiting from the continent's own "Mag 7" moment.


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