Combined impact of tariffs and heavyweight data onslaught. How will it disrupt the European financial markets?

date
22/07/2025
This Wednesday will see the release of the preliminary Eurozone Consumer Confidence Index for July, and on Thursday, the Eurozone and other major economies' Purchasing Managers' Index will be released. What is the overall economic and inflation level of the Eurozone? With the deadline of August 1 approaching, what is the likelihood of a deal between Europe and the United States? This Thursday, the European Central Bank will announce its interest rate decision, how will monetary policy be implemented? Zhou Jinshun, head of the Wealth Management Department at Zheshang Bank, stated that the Eurozone economy is experiencing a mild recovery and inflation pressures are easing. It is expected that both Europe and the United States may reach a "framework agreement" to maintain the current tariff rates, and the market generally predicts that the European Central Bank will keep interest rates unchanged in July but may cut them to 1.75% in September. Economic performance varies among EU countries, and expanding European finance will benefit industries in the economic cycle, defense, and value stocks.