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Strategy Report

Why European Inflation Will Slump Later This Year

by Dhaval Joshi, Chief Strategist  

The combination of collapsing energy inflation and cooling wage inflation means that euro area core inflation will slump later this year. We discuss the consequences.

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BCA Research | Counterpoint

A global macro strategy which uniquely synthesizes macroeconomics with psychology, behavioural finance, non-linear systems, complexity, and fractal analysis.

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