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Jeremy Gatto of Unigestion
The market tends to be cyclical in nature and the FTSE 100 has an important weight on so-called exporters, so the direction of the pound, along with macroeconomic dynamics, are important drivers.
We have been arguing for some time that inflationary pressures were unlikely to be short-lived, partly due to the difficulty the UK is having in solving its supply-chain problems. Indeed, the focus on...
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