Update

The ECB is now "well-positioned" to deal with the uncertain outlook

5 June 2025 20:05 RaboResearch
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The ECB lowered the deposit rate to 2.00%. The message accompanying today’s rate cut was not a clear “we are done,” but that was not to be expected given the high uncertainty. Still, President Lagarde was a bit more outspoken than we had expected. All in all, Lagarde did not give any reason to expect another rate cut, unless there is a significant escalation of trade tensions.

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Marketing communication / Non-Independent Research. This publication is issued by Coöperatieve Rabobank U.A., registered in Amsterdam, and/or any one or more of its affiliates and related bodies corporate (jointly and individually: “Rabobank”). Coöperatieve Rabobank U.A. is authorised and regulated by De Nederlandsche Bank and the Netherlands Authority for the Financial Markets. Read more