The writer is chief market strategist for Europe, Middle East and Africa at JPMorgan Asset ManagementWhile the US economy showed extraordinary resilience last year, Europe has had a tougher time of it with growth stagnant, at best. But, I would argue, expectations for Europe are now far too low. This underperformance stems in large part from the ripple effects of Russia’s invasion of Ukraine and the ensuing energy crisis. Losing its main supplier of natural gas, Europe faced a colossal shock. Spiralling bills hit households, permeating through the price of other goods and services, as businesses passed on higher costs.
本文作者是摩根資產管理(JPMorgan Asset Management)歐洲、中東和非洲首席市場策略師
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