WS #16401

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France is deploying 70,000 police officers to prevent civil unrest following weekend riots, compounding the economic strain from rising energy costs. The combination of the Hormuz oil shock and domestic instability is driving inflation expectations higher across Europe, with reports of gas price spikes in Italy and broader cost-of-living protests. This geopolitical friction adds a layer of downside risk to European equities and consumer discretionary sectors.

European Civil Unrest & Inflation

France is deploying 70,000 police officers to prevent civil unrest following weekend riots, compounding the economic strain from rising energy costs. The combination of the Hormuz oil shock and domestic instability is driving inflation expectations higher across Europe, with reports of gas price spikes in Italy and broader cost-of-living protests. This geopolitical friction adds a layer of downside risk to European equities and consumer discretionary sectors.

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