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2027 Macro Outlook: The Disinflation Divide
Four economies, one shared energy assumption, and the wage and price mechanics that decide whether disinflation arrives
Boeing and Airbus
One is priced on delivery, the other on recovery
US-listed semiconductor complex
Twenty-six companies, one demand cycle: a mechanical comparison of the listed semiconductor complex
US consumer price inflation
One month, three inflation rates: headline 3.40%, core 2.45%, energy 16.28%
lululemon athletica inc. (LULU)
FY26 guidance cut twice in six months; excluding $0.86 of tariff refunds the EPS midpoint is $8.74, -28.3% from March
Export controls and the disclosed line
A rule you can read in the accounts: how US export controls reach a named line in NVIDIA's results
Europe's largest listed markets
What is actually listed in Europe: the twenty largest companies, screened rather than recalled
The euro area labour market
A flat aggregate over a wide spread: 6.4% unemployment, 7.0pp between member states
Enterprise value
The one-line check every multiple depends on