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Inflation, ECB rate cut, the euro, and equities


The ECB will most likely lead the Fed in cutting rates tomorrow, but this isn't necessarily bearish for the euro, and we have a neutral outlook for the currency. Historically, European equities have performed strongly following the first cut after a tightening cycle. And while inflation surprised to the upside last week, the longer-term trend remains supportive of equities.

Ned Davis Research | Equities | Europe Focus | Monthly

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