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Something for your Espresso: The ECB is done!

Something for your Espresso: The ECB is done!

There is no doubt left that the ECB has hiked for the last time, but the question is whether the doves can get the upper hand in the committee. Focus now shifts to the most important BoJ meeting in many years.

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Asset Allocation Watch: Macro Regime Indicator – Introducing our brand new asset allocation model

Asset Allocation Watch: Macro Regime Indicator – Introducing our brand new asset allocation model

Each month we assess the macro environment based on liquidity, inflation and growth models. Our models were right that inflation, growth and liquidity would all drop in June, but for July we see a possible slight uptick in growth, while inflation and liquidity will continue down.

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