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Stagflation is already baked in even if U.S. and Iran find an off-ramp to the war: Macquarie Capital
Viktor Shvets of Macquarie Capital says the both the U.S. and Iran are under pressure to negotiate an end to the conflict and a deal would look similar to the 2015 JCPOA. He also says that the global economy is likely to experience some form of stagflation over the next 6-to-9 months, and under such conditions he favors a thematic stock picking approach with a focus on disruptors.
Viktor Shvets of Macquarie Capital says the both the U.S. and Iran are under pressure to negotiate an end to the conflict and a deal would look similar to the 2015 JCPOA. He also says that the global economy is likely to experience some form of stagflation over the next 6-to-9 months, and under such conditions he favors a thematic stock picking approach with a focus on disruptors.