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Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves

Macro Mondays

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Analyzing the Divergence in UK and European Inflation with a Focus on Wage Growth

The chapter delves into the contrasting inflation patterns between the UK and Europe, attributing the divergence to differences in wage growth influenced post-Brexit. It emphasizes the 'stackflation' dilemma faced by the Bank of England and provides investment advice favoring European fixed income over UK options.

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