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Why Inflation Will Dissipate | Bilal Hafeez
Forward Guidance
The Impact of European Inflation on Fixed Income Markets
Europe was a very low inflation decade because of slow growth, demographics and older people. The biggest shock for Europe has really been more on the energy side than anything else. Spain has had a producer price in the next one month of something like 17%. I mean, is this changing the game here? And how disturbing could this be to European fixed income markets?
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