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Ulrik Simmelholt

Macro Nugget: Diverging US and Europe inflation outlook

Macro Nugget: Focus on German weapons backlog

***EU Finance Chiefs Seek More Defense Funding, But Question How** While policy makers in Europe are worried about financing in terms of fighting Russian aggression maybe they should start to look at production capacity as well. The backlogs ratio in German weapons and ammunition manufacturing are up by 20 last year alone.  

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