As the market rejoices on the beautiful trade deal between the US/EU without actually doing the maths behind any of the numbers thrown out, EU has given away its political/economical capital for sure. But we break down what really matters to the markets this week and why they are way more important!
MBCC TH 29th Jul'25 - "What to expect on Wednesday as we get the QRA announcement along with the Fed statement, how is US planning to fund the extra $500 bln, all eyes on Bessent and Powell!"
