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Surveillance: Earnings Recession with Wilson

Bloomberg Surveillance

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Is the ECB Going to Be Hawkish?

It's unlikely that we'll run out of gas. Next winter could be a bigger problem. But what we have seen is that Germany has just switched to coal burning. And so that has really allowed for the gas story to weaken as a problem for Euro. If some amazing blizzard came along, that could be a factor for industry. But I just don't see it in the forecast right now.

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