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Bob Elliott, Unlimited Funds – A Macro Masterclass | #458

The Meb Faber Show - Better Investing

CHAPTER

Is the ECB Running a Monetary Policy on Hope?

The European economy, first of all, is a little more resilient than we all expected. Over something like 70% of categories in the European CPI are rising faster than 3%. You can easily see the sort of reprising of the expectations of monetary policy that we saw in the US start to flow through Europe. And I think that has lots of other interesting, you know, second and third consequences in terms of bond market investing and exchange rates over the course of 2023.

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