{"id":140239,"date":"2025-03-17T19:26:04","date_gmt":"2025-03-17T19:26:04","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/europes-fiscal-splurge-could-herald-decade-long-bull-market\/"},"modified":"2025-03-17T19:26:04","modified_gmt":"2025-03-17T19:26:04","slug":"europes-fiscal-splurge-could-herald-decade-long-bull-market","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=140239","title":{"rendered":"Europe\u2019s fiscal splurge could herald decade-long bull market"},"content":{"rendered":"


\n
<\/p>\n

\n

My latest opinion piece at Reuters is out. It is a concise version of an argument I made for clients of Panmure Liberum last week on why I think Europe is on the verge of a new secular bull market.<\/p>\n

March 17 – After 15 years of underperformance, European stock markets have outpaced U.S. equities by more than 17.0% in euro terms since the start of the year, partly thanks to announcements of massive spending plans in Germany and the European Union.<\/p>\n

Read the full piece here: <\/span>https:\/\/www.reuters.com\/markets\/europe\/europes-fiscal-splurge-could-herald-decade-long-bull-market-klement-2025-03-17\/<\/a><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

My latest opinion piece at Reuters is out. It is a concise version of an argument I made for clients of Panmure Liberum last week on why I think Europe is on the verge of a new secular bull market. March 17 – After 15 years of underperformance, European stock markets have outpaced U.S. equities […]<\/p>\n","protected":false},"author":1,"featured_media":140240,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[1205,59416,20643,35229,35085,11209,14204],"dealstore":[],"offerexpiration":[],"class_list":["post-140239","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-bull","tag-decadelong","tag-europes","tag-fiscal","tag-herald","tag-market","tag-splurge"],"yoast_head":"\nEurope\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=140239\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Europe\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"My latest opinion piece at Reuters is out. It is a concise version of an argument I made for clients of Panmure Liberum last week on why I think Europe is on the verge of a new secular bull market. March 17 – After 15 years of underperformance, European stock markets have outpaced U.S. equities […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fivemor.com\/?p=140239\" \/>\n<meta property=\"og:site_name\" content=\"Som2ny Network\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-17T19:26:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"306\" \/>\n\t<meta property=\"og:image:height\" content=\"306\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/fivemor.com\/?p=140239#article\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\"},\"headline\":\"Europe\u2019s fiscal splurge could herald decade-long bull market\",\"datePublished\":\"2025-03-17T19:26:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239\"},\"wordCount\":105,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg\",\"keywords\":[\"Bull\",\"DecadeLong\",\"Europes\",\"Fiscal\",\"Herald\",\"Market\",\"splurge\"],\"articleSection\":[\"Investing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/fivemor.com\/?p=140239#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fivemor.com\/?p=140239\",\"url\":\"https:\/\/fivemor.com\/?p=140239\",\"name\":\"Europe\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network\",\"isPartOf\":{\"@id\":\"https:\/\/fivemor.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239#primaryimage\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239#primaryimage\"},\"thumbnailUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg\",\"datePublished\":\"2025-03-17T19:26:04+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/fivemor.com\/?p=140239#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fivemor.com\/?p=140239\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/?p=140239#primaryimage\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg\",\"width\":306,\"height\":306},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fivemor.com\/?p=140239#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fivemor.com\/?bp_activities=1\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Europe\u2019s fiscal splurge could herald decade-long bull market\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fivemor.com\/#website\",\"url\":\"https:\/\/fivemor.com\/\",\"name\":\"Som2ny Network\",\"description\":\"Daily Deals\",\"publisher\":{\"@id\":\"https:\/\/fivemor.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fivemor.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/fivemor.com\/#organization\",\"name\":\"Som2ny Network\",\"url\":\"https:\/\/fivemor.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"contentUrl\":\"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png\",\"width\":300,\"height\":86,\"caption\":\"Som2ny Network\"},\"image\":{\"@id\":\"https:\/\/fivemor.com\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371\",\"name\":\"admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fivemor.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png\",\"caption\":\"admin\"},\"sameAs\":[\"https:\/\/fivemor.com\"],\"url\":\"https:\/\/fivemor.com\/?author=1\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Europe\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fivemor.com\/?p=140239","og_locale":"en_US","og_type":"article","og_title":"Europe\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network","og_description":"My latest opinion piece at Reuters is out. It is a concise version of an argument I made for clients of Panmure Liberum last week on why I think Europe is on the verge of a new secular bull market. March 17 – After 15 years of underperformance, European stock markets have outpaced U.S. equities […]","og_url":"https:\/\/fivemor.com\/?p=140239","og_site_name":"Som2ny Network","article_published_time":"2025-03-17T19:26:04+00:00","og_image":[{"width":306,"height":306,"url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg","type":"image\/jpeg"}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/fivemor.com\/?p=140239#article","isPartOf":{"@id":"https:\/\/fivemor.com\/?p=140239"},"author":{"name":"admin","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371"},"headline":"Europe\u2019s fiscal splurge could herald decade-long bull market","datePublished":"2025-03-17T19:26:04+00:00","mainEntityOfPage":{"@id":"https:\/\/fivemor.com\/?p=140239"},"wordCount":105,"commentCount":0,"publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"image":{"@id":"https:\/\/fivemor.com\/?p=140239#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg","keywords":["Bull","DecadeLong","Europes","Fiscal","Herald","Market","splurge"],"articleSection":["Investing"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/fivemor.com\/?p=140239#respond"]}]},{"@type":"WebPage","@id":"https:\/\/fivemor.com\/?p=140239","url":"https:\/\/fivemor.com\/?p=140239","name":"Europe\u2019s fiscal splurge could herald decade-long bull market - Som2ny Network","isPartOf":{"@id":"https:\/\/fivemor.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/fivemor.com\/?p=140239#primaryimage"},"image":{"@id":"https:\/\/fivemor.com\/?p=140239#primaryimage"},"thumbnailUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg","datePublished":"2025-03-17T19:26:04+00:00","breadcrumb":{"@id":"https:\/\/fivemor.com\/?p=140239#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/fivemor.com\/?p=140239"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/?p=140239#primaryimage","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2025\/03\/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F5205a4f7-7b8d-4bb0-a42a-f87ec.jpeg","width":306,"height":306},{"@type":"BreadcrumbList","@id":"https:\/\/fivemor.com\/?p=140239#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/fivemor.com\/?bp_activities=1"},{"@type":"ListItem","position":2,"name":"Europe\u2019s fiscal splurge could herald decade-long bull market"}]},{"@type":"WebSite","@id":"https:\/\/fivemor.com\/#website","url":"https:\/\/fivemor.com\/","name":"Som2ny Network","description":"Daily Deals","publisher":{"@id":"https:\/\/fivemor.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/fivemor.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/fivemor.com\/#organization","name":"Som2ny Network","url":"https:\/\/fivemor.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/","url":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","contentUrl":"https:\/\/fivemor.com\/wp-content\/uploads\/2026\/07\/4a0953c4-logo-300x86-1.png","width":300,"height":86,"caption":"Som2ny Network"},"image":{"@id":"https:\/\/fivemor.com\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/fivemor.com\/#\/schema\/person\/b85e3c3dc0e1daea076524dc8810c371","name":"admin","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/fivemor.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/729ae85bf62b9917e93538db2f2688ca?s=96&r=g&default=https%3A%2F%2Ffivemor.com%2Fwp-content%2Fplugins%2Fbuddypress-first-letter-avatar%2Fimages%2Fdefault%2F96%2Flatin_a.png","caption":"admin"},"sameAs":["https:\/\/fivemor.com"],"url":"https:\/\/fivemor.com\/?author=1"}]}},"_links":{"self":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/140239","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=140239"}],"version-history":[{"count":0,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/posts\/140239\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=\/wp\/v2\/media\/140240"}],"wp:attachment":[{"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=140239"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=140239"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=140239"},{"taxonomy":"dealstore","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdealstore&post=140239"},{"taxonomy":"offerexpiration","embeddable":true,"href":"https:\/\/fivemor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fofferexpiration&post=140239"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}