Soft Landing Narratives
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…
The skinny
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