European investors need to be prepared for the return of that lumbering stadium behemoth: inflation
Like an ageing 1970s supergroup, inflation appears to be on a worldwide comeback tour. And, after a sustained period of price stability, this may well have significant implications for European companies. Some areas of the market should benefit, but weaker firms may find life more challenging in an economic environment characterised by greater volatility and uncertainty. Inflationary pressures are building across the developed and developing world; spiralling input costs from higher oil prices and price hikes in other commodities and raw materials are leading to escalating producer prices...
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