Surveillance: Soft Landing with Slok
Bloomberg Surveillance
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What's the Difference in Opinion Between Europe and the US?
Yesterday's CPI actually gave a lot of people a green light to do something they wanted to do already. I've got to say, the difference in opinion between Europe and the US is incredible. People who've had an incredibly strong performance on the back of being long dollars are now scrambling thinking, OK, do I take it off? A lot of FOMO in the market right now.
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