Investors turn from us to Europe when Trump’s volatility weighs

The best chiefs of Europe urge the continent to take advantage of the recent volatility against the background of the hope that we have the exception – and Europe can earn.

From Unicredit to Goldman Sachs, top European leaders reported CNBC in an exclusive interview that Europe has a great opportunity.

Figures tell part of history with Europe Stoxx 600 more than 8% compared to 5% jump for S&P 500 From November 1, 2024, just a few days before the US election.

In a report dated June 5, Bank of America said that over the previous three weeks, the US outfits had observed $ 7.5 billion, and over the same period, European shares used $ 2.6 billion. Earlier this year, meanwhile, Morningstar showed that investors have withdrawn 2.8 billion euros (3.2 billion dollars) from the US ETFs to mid -March, moving 14.6 billion euros to European ETFs.

Goldman Sachs International CEO Anthony Gutman said CNBC that this year rapprochement in the United States and European growth was rapidly and became a big factor that causes investors to move money to Europe.

“In January the mood in the US felt very strong, it felt slightly more muted in Europe. You will ride hours forward, and now the picture has changed pretty sharply, it is in favor of Europe in many cases. Europe gets more capital inflow, and Europe has more optimism,” said Gutman Anett Weissba Sachs.

Meanwhile, in private markets talking about the failure of the US exclusivity Last week prevailed at the Super Return Forum in Berlin. Carly Group director Mark Jenkins said CNBC that “in Europe we have seen a lot of great opportunities and think we can get a great profit here regarding the risk you risk in the US”

Such sentiments have repeated the giant of the private capital of the Permira, which contains private capital funds and credit vehicles providing capital of about 60 billion euros in management.

“If you look at Europe at the moment, the first, the capital is cheaper, when you look at the trend where the tariffs go to Europe and dollar rates, you can finance and finance everything cheaper.

“Third, in Europe, the cycle of innovation is growing exponentially … There is a huge number of very innovative companies that grow destructively and globally,” he added.

All eyes are now on the potential of the trading transaction in the EU-SSH-something is more complicated than with some other countries including the UK Referring to the complexity of the hippo, which is the European Union, the chairman of the Siemens Energy Joe Caeser said CNBC that the EU “politically is not ready to strike on these types of transactions.”

White House hinted on Wednesday that 9 July Deadline for the transaction may be rollingHowever, if the secretary of the Treasury Scott Into stated: “It is very likely that for those countries that are negotiating – either trade blocks, in the case of the EU – negotiating, we will hold a date forward to continue negotiations.”

French President Emmanuel Macron also applied an optimistic tone, talking about Karen TSO CNBC on Wednesday: “I’m sure at the end of the day we will find a good solution.”

However, the CEO of Unicredit Andrea Orsel emphasized that the possibility of constant revival of Europe lies in his hands.

He explained that the 27 member of the European Union could evaluate against the backdrop of Europe’s relations with the US, but warned that investors could also be convincing.

It is expected that “there will be a convergence, there will be a banking union, there will be a capital trade union. There will be a lot of infrastructure costs … It’s interesting for the market, so the money coming,” said Orsel on Wednesday CNBC. “But if, little by little, investors realize that this is a lip service, but it will not really happen. The money will come back to Nanosecund and you will see (that) very soon.”

Europe is facing a “phenomenal opportunity”, he added. “We have every reason to be … along with the US, but it’s our fault if we don’t.”