Europe’s geopolitical wake-up calls are multiplying, but so are the reasons for cautious optimism. Jennifer Lee, senior economist at BMO Capital Markets, joins Bipan Rai to unpack Europe’s new spending regime, central-bank divergence, Japan’s weak yen and the global signals investors should watch next. This podcast was recorded on July 21, 2026.

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E41 – Talking Europe, the UK and Japan with Jennifer Lee

The Open Outcry

E41 – Talking Europe, the UK and Japan with Jennifer Lee