瑞银：全球通胀策略

ab 20 June 2025 Global Research Global Inflation Strategy The Global Inflation Friday Optimistic on oil persistence, pessimistic on the economy There is nothing quite like a round of volatility in oil to shake up inflation linked markets. Trading betas aren't fit for big shocks, but neither are macro relationships. What you think about shock persistence and other feedback relationships matter just as much. And of course positioning may be revealed. What can we say? Interest Rates Global Giles Gale Strategis ...