Francesco Ceccato, Barclays Europe CEO, discusses the attractiveness of European equities compared to US stocks, highlighting a significant shift in investor sentiment towards Europe. Recent reports indicate European stocks have outperformed US stocks, with a notable rotation from US to European equities. Concerns about US tariff policies and their potential impact on the economy are raised, alongside discussions on increased defense spending in Europe. Ceccato emphasizes the need for Europe to improve its capital accessibility to enhance competitiveness. Teljes cikk (Euronews.com)