Bold thesis (could be wrong, of course). The EUR still has more room to rise over the coming months. Key risk: tariffs, BUT... - ECB appears to be reaching the end of the cutting cycle - Europe joins forces, Germany leads the way - Some kind of peace deal seems possible https://t.co/C3VvDTOlCk
Time to be bullish EU? https://t.co/XL7tCNrsWH
Bold thesis (could be wrong, of course) The € still has more room to rise over the coming months. Key risk: tariff disputes. BUT... 1) ECB appears to be reaching the end of the cutting cycle. 2) EU joins forces, Germany leads the way. 3) Some kind of peace deal seems possible.
Recent discussions among financial analysts indicate a potential bullish outlook for the euro (€) amid falling energy prices and a stronger currency. Analysts suggest that the European Central Bank (ECB) may be nearing the end of its interest rate cutting cycle, with key risks including tariff disputes. Germany is seen as a leading force in a unified European response, which may also involve more joint EU debt issuance and the possibility of Euro bonds. This fiscal stimulus from Germany has reportedly contributed to rising yields, notably pushing Italy's 10-year yield to 4%. Analysts emphasize that if this trend continues, it could complicate Italy's debt dynamics. Some experts are also optimistic about the potential for a peace deal that could further support the euro's rise in the coming months.