Lionel De Broux, chief investment officer, and Jade Marie Bajai, investment strategist at Bil. (Photo: Bil) The Eurozone has so far weathered the energy shock surprisingly well. Yet beneath the surface, rising fuel costs, weaker fiscal support and resilient growth suggest the ECB’s inflation battle is far from over. Despite the ongoing energy supply shock, inflation hasn’t been majorly problematic in the Eurozone so far this year. Inflation expectations, as measured by market break-evens, have remained relatively contained and investors initially treated the Middle East energy shock as a temporary event. However, the inflation backdrop is becoming increasingly challenging.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论,并结合市场和 OSINT 背景分析。
