“When do people come back?!?!” Cried one client to me today as European Equities remain seemingly stuck in second gear to start 2024 – (though arguably there has been a few stalls and actually in first). I’m sure people are back judging by ‘Out of Office replies’ and Bloomberg Green dots but they are likely assessing and it feels like a large majority are waiting to see how things play out before making any sizeable decisions. We’ve got U.S. CPI tomorrow which is expected to show a pick up in t…
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