3Mon·
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I still wouldn't rule out the possibility of stagflation.

Inflation is currently relatively stable at 3.5%, which is still almost double the target inflation rate of 2%.

At the same time, the issue of recession should not be neglected, or at least taken into account in the form of very low growth rates.

Growth of less than 1% with inflation of 3.5% is at least slight stagflation.

With an equity allocation of 90%, I am therefore somewhere between point 2 (massive buy) and point 5 (massive sell) 😂😂

Conclusion therefore for me (as always): Wait and see, drink tea, execute savings plans and collect dividends.
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