Tag #Market Rotation

What is the primary threat to the recent influx of investment into European markets, and what are its immediate consequences?

France's political instability, marked by four prime ministers in two years and a high public debt of €3.34 trillion (114% of GDP), is the main threat. This instability is causing investor uncertainty, potentially reversing the $30 billion inflow seen earlier in 2025 and jeopardizing the recovery of the remaining $200 billion European investors have held outside the EU.