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Podcast: 360 One Firm (361Firm) - Interviews & Events
Episode: 361Firm Briefing "Whatever It Takes" (March 25, 2025)
Description: Stephen Burke discussed the EU's second "whatever it takes" moment, emphasizing a $4 trillion economic plan with $1 trillion in defense and infrastructure spending. The EU's "Competitiveness Compass" aims to address productivity gaps, innovation, decarbonization, and dependency reductions. Key actions include simplifying business processes, acting as a single market, and improving capital markets. Challenges include regulatory barriers, political will, and the role of Turkey. The US, facing austerity, contrasts with Europe's fiscal stimulus. The discussion also touched on the impact of tariffs and the need for gradual reallocation of investments.Issues & RisksEurope's competitiveness challenges:...