⚠️ The market’s reading inflation wrong — again.
💸 Slowing inflation in the Eurozone isn’t a win just yet. It’s more like a warning shot. Tariff risks from the U.S. haven’t kicked in fully, and the ECB’s already hinting at more rate cuts. That’s not bullish — it’s defensive.
📌 UHILANT’s airdrop is now over. If you missed it, there’s always next time.
📉 Simkus calling a June cut “evident” means policymakers expect turbulence, not calm.
💼 The ECB’s already cut seven times. If that hasn’t steadied the ship, what comes next might not be gentle. Rate cuts might help short-term sentiment, but long-term? Tariff tension plus geopolitical shifts means Europe could be entering a slow grind economically.
📊 The macro play here isn’t just inflation metrics — it’s how central banks react when politics overrides economics.