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Country Focus

Cooling Inflation Breeze Strengthens European Bond Case

by Felix-Antoine Vezina-Poirier, Chief Strategist  

Cooler May inflation in the Eurozone and Switzerland reinforces the case for an ECB rate cut and supports our defensive positioning across European rates and FX. Headline Eurozone HICP fell to 1.9% y/y from 2.2%, with core down to 2.3% from 2.7%. Services…

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