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10th Feb 2025 09:48EurozoneDaily Monitor

  • US tariffs on steel and aluminium would have only a minimal direct impact on EZ exports and GDP… 
  • …But the constant threat of tariffs is raising uncertainty for firms, adding to downside risks for capex. 
  • The CDU/CSU remains in pole position in Germany, but it is ceding ground to the AFD.

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Keywords for: 11 February 2025 Eurozone Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence