As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform

Economy MarketWatch By Jules Rimmer 09 Nov 2026 14:16 1 min read
As AI trade falters, Goldman Sachs says this lagging region is now positioned to outperform

Precisely because it has long been hamstrung by rigid labor markets and overregulation, European stocks may paradoxically be bigger beneficiaries of the AI revolution in terms of enhanced productivity and cost-cutting than its U.S. counterparts

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