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New Coppola Comment post, on the dreadful state of European bank lending. The ECB has over-tightened and should cut interest rates now. Featuring Stefan Gerlach of EFG.
https://open.substack.com/pub/coppolacomment/p/the-dreadful-state-of-european-bank?r=2bre7b&utm_campaign=post&utm_medium=web&showWelcome=true
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