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Andreas Steno – A Macro Framework: Regime Indicators & Beta-Trackers

Opto Sessions – Invest in the Next Big Idea

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What's Next for Service Inflation?

The IMF has predicted a 6.6% inflation this year and 4.2% for next year, but you disagree on both counts. The reason why I'm getting increasingly confident in the so-called disinflation wave that I see for this year is that we get convincing evidence now that wage growth has peaked. As soon as we get the first signs of abating wage growth, it shoots below over to service inflation more or less immediately. Everybody agrees that inflation in commodities is veining. It will be impossible to beat that on a year-over-year basis for inflation. And therefore, we also have disinflation in the price of goods across the board, across the globe

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