The European stock markets have been outperforming US equities amidst recent volatility. Despite concerns over inflation and interest rates, European consumers show resilience, and household savings remain high. The European Commission's Savings and Investment Union could further boost growth. However, potential tariffs from the US may impact European growth. Credit markets indicate rising risk but remain stable, with low corporate default rates expected. Gordon Kerr, a strategist at KBRA, provides insights on these developments. Teljes cikk (Euronews.com)