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Yearning for inflation

Weekly investor research

12 May 2014

Why is the market so desperate for the ECB to ease? We explain why EUR strength is merely a precursor for much larger changes in global currencies that are likely to leave many countries, especially Europe and Japan, yearning for inflation. We provide an update on Russia-Ukraine situation, talk about politics in Indonesia, South Africa, Brazil, and Thailand. We also note Venezuela’s gut-wrenching domestic economic adjustment and discuss Mexico and China’s low inflation prints.

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