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J. Safra Sarasin: Positive on Europe short duration, less compelling in the US

A recent ECB meeting which focused on understanding the recent slowdown of economic indicators instead of much-anticipated changes in its forward guidance and asset purchase programme spurred J. Safra Sarasin to cite historical correlations between inflation expectations and oil prices. Accordingly, inflation expectations in Europe are almost 20 bps too low, and the bank advises investors to maintain short duration…

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