EDRAM Market Flash: Hopes rise for a soft landing

EDRAM Market Flash: Hopes rise for a soft landing

Following the reassuring inflation data, central banks and markets want to believe a soft landing is possible.

27.11.2023 | 09:48 Uhr

The Middle East risk premium has fallen significantly and the Israeli shekel and oil prices are now below levels prior to the October 7 attack by Hamas.

With the fallback in inflation and the Fed’s monetary pause, we raised exposure to risk assets as the slowdown is very gradual.

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