Surveillance: Tech Downside with Wilson
Bloomberg Surveillance
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What Are the Correlations of Fixed Income Commodities and Currencies?
I think Europe has, I mean, there were big, big concerns about Europe last summer. And now you've got an environment when Europe's coming out the other side,. The gas tanks are much fuller than was expected coming into the winter. And people are seeing a really good cycle out of Europe. That goes into the problem the ECB's got to deal with. They've got the growth, but they've also got the inflation and they're going to have to keep going.
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