Macro Pulse

Following the leader


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A soft landing narrative has continued to shape sentiment in financial markets over recent days, supported by several factors. These include upbeat corporate earnings news, a sharp drop in oil prices, weaker-than-expected inflation data and US labour market resilience. In our charts this week we focus on:

·       Oil prices and yields

·       UK inflation

·       China and traded goods price inflation

·       EM portfolio flows

·       The euro area banking sector

·       Global equity sector performance

...more
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Macro PulseBy Haver Analytics