bullish

Reflationary Decoupling

224 Views30 Apr 2021 02:03
Surging US inflation risks spilling over to Europe amid a high degree of co-movement between them, but the relationship can break up like it did in 2005-06. A relative price level hike is sustainable.
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Phil Rush
Chief Economist
Heteronomics
United KingdomMulti-AssetMacroeconomicsCross Asset Strategy
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