The big news over the last month has been European leaders embracing fiscal stimulus. The prospect of looser eurozone fiscal policy and relatively tig
The big news over the last month has been European leaders embracing fiscal stimulus. The prospect of looser eurozone fiscal policy and relatively tighter ECB policy (we now think the terminal rate is 2.25%) has prompted a fully justified bullish re-appraisal of the euro. But big US tariffs coming next month could rain on the parade
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