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2min chapter
Macro Mondays #53 - Get the Hell Outta Europe: Inflation, Elections, and Market Moves
Macro Mondays
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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Discover
highlights
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