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3rd Apr 2025 09:54EurozoneWeekly Monitor

  • The markets’ verdict is clear; trade uncertainty is a disinflationary shock, but we’re not convinced.
  • We now think the ECB will cut its policy rate later this month, by 25bp, for a terminal rate of 2.25%.
  • A high export ratio for EZ industry means higher US tariffs are a risk; construction is looking better.

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Keywords for: 7 April 2025 Eurozone Monitor

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