Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession

In this latest Ben Squared we begin by reflecting on current market jitters and whether this a moment to act with greater caution, or if there are sufficiently compelling reasons to hold one’s nerve. Following this, we take a closer look at Europe’s efforts to stimulate its economy, focusing on the policy announcements out of Germany. We then conclude with some US based analysis, reviewing whether the threat of imminent US recession is legitimate or if the ‘weak’ data can be explained by seasonal/idiosyncratic events. This podcast was recorded on 11th March 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.