全球宏观策略- 因美国通胀问题而忽视全球通缩大趋势-Global Macro Strategist-Missing the Global Disinflation Forest for the US Inflation Tree

October 13, 2025 08:30 PM GMT Global Macro Strategist We see short-term tensions leading into another limited agreement. From there, the countries may need to regularly negotiate and mark-to-market agreements as a long-term arrangement remains elusive. We also examine expected economic & market impacts as well as alternate outcome scenarios. Missing the Global Disinflation Forest for the US Inflation Tree UK Rates Strategy: Fade Rich Ultra-long Breakevens | 10-Oct-2025 We suggest fading ultra-long breakeven ...