Research

Dial D for Duties, Defense and Deficits

23 May 2025 11:34 RaboResearch

US budget concerns may have been the main flavor this week (with the CBO warning of budget deficits in the order of 7% of GDP in the coming years, as we highlighted yesterday), but that certainly doesn’t abrogate Europe. And defense spending needs will likely become an even bigger pressure point further down the road.

glass globe in hand

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