The growing belief that central banks may start easing cycles within the next few months, coupled with the increasing plausibility of a soft landing for the world economy, has fuelled a rally in financial markets over recent weeks. In our charts this week we investigate that narrative with some perspectives on:

·         The policy rate consensus

·         Equity market performance

·         The US dollar’s gyrations

·         Inflation and commodity prices

·         Market expectations for Fed policy

·         China’s economic outlook

Download the free commentary and charts here: https://haverproducts.com/?sdm_process_download=1&download_id=23112