Foreign Exchange Strategy, European Investment Strategy
Quarterly Europe, Fixed Income, and Currencies
Quarterly Investment Outlook: The R Word Being Whispered
We are pleased to introduce our new Quarterly Investment Outlook, a joint publication bringing together the European Investment Strategy (EIS), Global Fixed Income Strategy (GFIS), and Foreign Exchange Strategy teams.
The main takeaway of the current edition is that investors should not add risk. Markets are still focused on inflation, but the binding constraint is growth: if the energy shock persists into mid-April, a rapid shift toward recession pricing will follow.
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