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滞胀高峰已过,策略师建议关注欧洲奢侈品股

The moment of peak stagflation has passed. Here’s how some strategists recommend to trade it.

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The heavy, imported-energy dependency of Europe made underweight a consensus recommendation for the last three months. Hopes for a peace deal, though, may reverse that trend and Barclays highlight luxury stocks there as an opportunity.

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