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28th Apr 2025 08:13EurozoneDaily Monitor

  • Market expectations for the ECB’s deposit rate to stay below 2.0% next year are a sitting duck. 
  • Bunds are fairly valued at 2.5%; fiscal policy poses upside risk, but trade wars pull in the other direction. 
  • EURUSD is overshooting our models; EZ equities are set to struggle for a while longer.

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Keywords for: 29 April 2025 Eurozone Monitor

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