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Central bank scenario modeling shows that prolonged supply disruptions could push core inflation to 2.7–3.9% by 2027, with growth contracting to 0.4–0.6% in the Eurozone.

Impact: Investors and CFOs should adjust capital allocation models to reflect higher discount rates, reduced growth expectations, and elevated volatility premiums.

— from Navigating Energy Shocks, Monetary Policy, and Industrial Resilience · Mikroökonomen a.k.a. Mikrooekonomen· Mar 25, 2026