<ul><li>Not in the clear yet on inflation</li><li>ECB is behind the curve, can assess policy once at 4%</li><li>Should start debate on ending PEPP reinvestments<
<p>After the drop towards the end of October, equities have staged a stunning rally in the last eight weeks. Of note, we got to observe fresh record highs in the Dow, DAX, and CAC 40 among the m
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