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Strategy Report

The Conflict: CPI vs Growth

by Mathieu Savary, Head of FICC  

The decline in the US CPI is a tailwind for European stocks, but does it compensate for weaker global growth?

BCAリサーチ | European Investment Strategy

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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