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Steen’s Comment Macro: UBS’s piece is important read and rhymes with our view that global cyclical factors is peaking now. Inflation YoY impact from energy will come down from >80% positive to flat...

from Steen Jakobsen - Authored content https://www.tradingfloor.com/posts/steens-comment-macro-ubss-piece-is-important-read-and-rhymes-with-our-view-that-global-cyclica-8495525?utm_medium=tf4-feed&utm_source=extract
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