
Week of February 3, 2025
Last Wednesday, the European Union announced new measures to stimulate economic growth, including easing certain climate policies. This move seems to be a response to slowing economic growth, driven at least in part by the cost of climate regulations. If effective, these measures could help reverse Europe’s economic trajectory and are worth monitoring as they align with one of our Sigma Signals. For now, we are not making any changes.
Bob Bilkie, CFA