"Inflation seems more persistent than expected and central banks are reacting", says Brill. After the Bank of England, the Fed will follow suit in March and the ECB also signals tightening ahead.

Brill explains in the video, why this speaks for the euro and what the Swiss National Bank will make of it.

He also highlights the shift in our regional equity allocation.

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VP Bank AG published this content on 11 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 February 2022 11:07:33 UTC.