- We are in a moment of anxiety and uncertainty.
- I'm relatively optimistic US tariffs are a wake up call for Europe.
The market expects the ECB to cut by 25 bps at the upcoming meeting and deliver at least two more rate cuts by the end of the year.

The market expects the ECB to cut by 25 bps at the upcoming meeting and deliver at least two more rate cuts by the end of the year.
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