[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.4K followers Created: 2025-07-23 09:30:00 UTC Goldman (Hatzius): We estimate that a XX% US tariff on imports from Europe would shave XXX% off Euro area GDP by the end of 2026 (relative to the impact of our baseline assumption of 15%)... this means that the risks to our Euro area growth and interest rate forecasts are tilted to the downside. Outside of tariffs, however, we are cautiously optimistic on Euro area growth, with a cyclical pickup in Germany on the back of the fiscal expansion and continued strength in Spain. The flip side is that the ECB easing cycle is probably ending, although we still expect one last cut to XXXX% in September.  XXXXX engagements  **Related Topics** [fed rate](/topic/fed-rate) [gdp](/topic/gdp) [euro](/topic/euro) [tariffs](/topic/tariffs) [Post Link](https://x.com/neilksethi/status/1947952328100704659)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Neil Sethi @neilksethi on x 12.4K followers
Created: 2025-07-23 09:30:00 UTC
Goldman (Hatzius): We estimate that a XX% US tariff on imports from Europe would shave XXX% off Euro area GDP by the end of 2026 (relative to the impact of our baseline assumption of 15%)... this means that the risks to our Euro area growth and interest rate forecasts are tilted to the downside.
Outside of tariffs, however, we are cautiously optimistic on Euro area growth, with a cyclical pickup in Germany on the back of the fiscal expansion and continued strength in Spain. The flip side is that the ECB easing cycle is probably ending, although we still expect one last cut to XXXX% in September.
XXXXX engagements
