Deutsche Bank: Watch Out For Inflation

With market risks from the French election having lessened, don’t dismiss the concept that inflation might come roaring back. The economy is strong, even as “Trump trades have fizzled or even reversed course in recent weeks,” a Deutsche Bank “House View” report notes. Things are looking up, from new life in the form of “a material positive game-changer for Brexit negotiations” in the UK and macro momentum is solid. With all this good news about global growth, watch out for inflation.

Politics is currently a tailwind for European markets, as Fed is...

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