finance
Stagflation Peak Has Passed, Strategists Say
Strategists say the moment of peak stagflation has passed. They now recommend shifting investment strategies away from earlier underweight positions on European assets.
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Strategists say the moment of peak stagflation has passed.
The heavy, imported-energy dependency of Europe made underweight a consensus recommendation for the last three months. Hopes for a peace deal, though, may reverse that trend and Barclays highlight luxury stocks there as an opportunity.
Market participants are now evaluating how to trade the passing of peak stagflation conditions. Some strategists have begun outlining updated approaches following the change in outlook.
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LeftNeutralRightPeak stagflation persistsStagflation peak passed
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LeftNeutralRightPersistsPeak passed
CorroborationLimited · 2 sources
