Weekly Market Recap – March 31, 2025

Known for its notoriously strict borrowing laws, Germany’s new fiscal spending package has the potential to transform both the country and the broader European Union in the coming decade. The package was proposed as a response to the uncertain future of the long-standing implicit security blanket from the U.S., featuring over €1 trillion in new defense and infrastructure spending. If enacted, it would be the largest fiscal stimulus the country has seen since post Cold War reunification.