特朗普关税阴影下 欧央行降息预期再升温

Core Viewpoint - The market's expectations for a rate cut by the European Central Bank (ECB) have increased following President Trump's threat to impose a 50% tariff on EU imports, with projections indicating a potential drop in the eurozone deposit rate to approximately 1.57% by February or March of next year [1] Group 1 - The report from ING's interest rate strategists highlights that the anticipated rate cut is a response to Trump's tariff threats, which have influenced market sentiment [1] - The London Stock Exchange Group data indicates that the expected low for the eurozone deposit rate is now lower than prior to Trump's announcement of the tariff plan [1] - The implementation of the tariff plan has been postponed from June 1 to July 9, which may still affect market expectations [1] Group 2 - Upcoming eurozone inflation data for May, set to be released next week, could further reinforce expectations for a rate cut and support the ECB's decision to lower rates if necessary [1]