Macro Pulse

Inflation still holds the key


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Last week's softer-than-expected US data releases have sparked renewed hopes that the Federal Reserve may initiate an easing cycle in the coming months, and, in doing so, have reignited investors' appetite for risk. This week, our charts explore the following:

·       The US economic outlook

·       US momentum versus RoW momentum

·       Global inflation surprises

·       Oil and US yields

·       Global supply chain pressures

·       Asian FX market performance

...more
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Macro PulseBy Haver Analytics