美欧贸易协议可能意味着欧洲央行长期暂停降息

Core Viewpoint - The trade agreement between the US and EU increases the likelihood that the European Central Bank (ECB) will not lower interest rates further, potentially delaying any rate cuts until December or maintaining rates throughout 2025 [1] Group 1: Trade Agreement Impact - The US-EU trade agreement may slightly raise the forecasts for growth and inflation in the Eurozone according to Abn Amro [1] - Prior to the trade agreement, Abn Amro had predicted that the ECB would ultimately lower rates in December [1] Group 2: ECB Rate Decisions - The ECB may wait until December to cut rates or could keep rates unchanged for the entirety of 2025 [1] - The balance of risks now leans towards the possibility that a rate cut may not occur at all [1]