UBS see a lot extra European Central Financial institution price cuts, Dec & 2025. Euro has cyclical help

The ECB minimize charges on Thursday:

• Ubaidahsan Americas FX information wrap: ECB cuts charges, US retail gross sales beat estimates

Given the state of the EU financial system analysts are piling in projecting additional price cuts:

• RBC anticipate a cascade of European Central Financial institution price cuts for the following six months+

• Ubaidahsan Americas FX information wrap: ECB cuts charges, US retail gross sales beat estimates
• TD on the European Central Financial institution – no main shock. Now pessimistic on euro.
• Deutsche Financial institution anticipate sooner price cuts from the European Central Financial institution to come back

• The ECB is behind the curve and oblivious to it

UBS too:

• see a December price minimize
• undertaking the deposit price to hit 2.zero% in 2025
• see help for the euro within the months forward, cyclical elements for FX extra broadly together with EUR

This text was written by Aaron Cutchburt at www.ubaidahsan.com.



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