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.