Cracks Beneath The Shine
Recent financial market gains have been underpinned by resilient global data, AI-fuelled optimism, and hopes that most central banks will continue to loosen monetary policy. Yet beneath the surface, a more complicated picture may be emerging. In our chart this week we home in on:
US housing indicators
China's economy
UK inflation
Oil and inflation expectations
Clean energy
Renewables versus non-renewables
The skinny
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