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Macro Money - June 4, 2025 - ECB Preview: Euro May Rise as EU Defense Splurge Offsets Tariffs

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Manage episode 486914584 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The euro may rise even as the ECB cuts rates again. Markets are primed for a dovish tone amid US tariff drama but bets on an EU defense spending binge may surprise them. tastylive's Head of Global Macro Ilya Spivak previews the European Central Bank (ECB) interest rate decision and considers how the central bank's forward guidance and updated economic forecasts might make for a hawkish surprise that sends the euro upward.
  continue reading

1637 episodes

Artwork
iconShare
 
Manage episode 486914584 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The euro may rise even as the ECB cuts rates again. Markets are primed for a dovish tone amid US tariff drama but bets on an EU defense spending binge may surprise them. tastylive's Head of Global Macro Ilya Spivak previews the European Central Bank (ECB) interest rate decision and considers how the central bank's forward guidance and updated economic forecasts might make for a hawkish surprise that sends the euro upward.
  continue reading

1637 episodes

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