Global Fixed Income Strategy
Strategy Insight
Stagflation? That Ship Has Sailed
Europe is sliding from stagflation toward recession as prolonged disruptions in the Strait of Hormuz weaken growth, labor markets, and supply chains while keeping inflation elevated. Even if a US-Iran deal is reached, limited fiscal support and rising food inflation leave the Euro Area increasingly vulnerable to a deeper economic downturn.
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BCA Research | European Investment Strategy
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