thebeatfeb2025 en · page 13 of 26
The slide uses two line charts to support the thesis that Eurozone duration is attractive due to faster disinflation and deeper expected rate cuts.
Consulting deck · industry_trends · analyze_data · dense density
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Audience Definition slide · 70%
The views and opinions expressed are those of the Portfolio Solutions Group at the time of writing/of this presentation and are
Chart Selection Guide slide · 60%chart/line: ... Resulting in Expectations of Deeper ECB Cuts # of expected 25 basis point cuts
Logical chain slide · 50%Lackluster growth and a more convincing downtrend in Eurozone inflation should lead to deeper cuts by the ECB, compared to both the Fed and the BoE
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