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Fundamental Analysis Posted 1 hour ago

WP - 2026-11-04 - Simon Beyeler: Forecasting the post-COVID inflation surge in Switzerland

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SNB research using real-time data shows Switzerland's post-COVID inflation spike stemmed mostly from permanent trend shifts, not temporary shocks—contradicting initial forecaster consensus. Sector-specific trends drove most variance; common inflation played minor role. Finding suggests SNB faced structural, not cyclical, pressure, informing current policy stance ahead of Chairman Schlegel's speech today.
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