The moment of peak stagflation has passed. Here's how some strategists recommend to trade it.

Europe’s heavy imported-energy dependency has made the region an underweight consensus over the past three months, but hopes for a peace deal could reverse that positioning. Barclays says European luxury stocks may benefit as a relative opportunity if sentiment improves. The note is a positioning and sector-rotation call rather than a direct earnings or policy event.

Analysis

Europe’s heavy imported-energy dependency has made the region an underweight consensus over the past three months, but hopes for a peace deal could reverse that positioning. Barclays says European luxury stocks may benefit as a relative opportunity if sentiment improves. The note is a positioning and sector-rotation call rather than a direct earnings or policy event.