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Steno's Signals: The Recession That Never Was

Real Vision: Finance & Investing

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The Real Vision Daily Briefing on Inflation in Europe

I think it is very noteworthy that inflation keeps declining versus towards target. It is the major asset allocation variable right now, given that liquidity is not in the limelight. I still think it remains the case that recession risks are overpriced by by markets. We're going to take a quick break and be right back with more of today's top analysis on Real Vision Daily Briefing.

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