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외환/환율 📈 긍정적 🔴 매우 중요

Euro: Supported by ECB hikes and AI investment – BNP Paribas

요약

BNP Paribas projects Eurozone Gross Domestic Product (GDP) growth slowing from 1.5% in 2025 to 1.0% in 2026 and 1.3% in 2027, with inflation rebounding to 3.0% and 3.3%. Activity is seen withstanding the energy shock thanks to investment in defence, AI and electrification.