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Market Mood

Analysts are closely monitoring the potential impact of U.S. tariffs on business sentiment, particularly as China grapples with the effects of government stimulus and export adjustments ahead of tariff concerns. Meanwhile, mid-week Services PMI data is expected to highlight the widening gap between the robust U.S. services sector and Europe’s struggling economy, weighed down by political uncertainties in France, Germany, and the UK, alongside the ongoing war in Ukraine. These economic disparities are shaping monetary policy expectations, with the U.S. showing resilience and reducing calls for aggressive rate cuts, while Europe’s rising recession risks are increasing speculation of additional stimulus measures to counter the mounting challenges.

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