Group 1 - The market anticipates a trade agreement between the EU and the US to avoid the 30% punitive tariffs threatened by Trump, leading to resilience in the euro to dollar exchange rate, stabilizing around 1.1695 [1] - The euro initially dropped 0.3% to a three-week low of 1.1651 but later recovered all losses, indicating market volatility amid ongoing trade negotiations [1] - EU Commission President Ursula von der Leyen announced an extension of the trade countermeasure suspension period until August 1, allowing more room for negotiations [1] Group 2 - Market sentiment towards US tariff threats is diminishing, with investors confident that the Trump administration will make concessions, as seen in past policy reversals [3] - Financial leaders, including JPMorgan CEO Jamie Dimon, have warned against blind optimism in the market regarding trade negotiations [3] - The interest rate market has already priced in the impact of tariffs, with swap pricing indicating that the European Central Bank is expected to lower rates only once in the current cycle [3]
欧元韧性彰显 市场押注特朗普30%关税终成“纸老虎”
智通财经网·2025-07-14 11:17