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Plenisfer Q2 Quarterly Outlook

In Short

Read the Quarterly Outlook from Plenisfer Investments SGR

Looking at the recent market events, we continue to think that the fragility of the financial system imposes a 'pause for reflection' on central banks, stuck in the dilemma between system stability and fighting inflation. In the short term, the risk of recession is growing stronger, although a possible cyclical return of inflation cannot be excluded. 

 

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