Not too shocking
With little to destabilise financial markets over the past few days, soft landing narratives have remained in vogue. While this week’s US CPI report was certainly a little stronger-than-anticipated, other indicators, including the latest UK labour market report, were more benign. In charts this week we look in more depth at:
· US Inflation drivers
· The health of the UK labour market
· Japan’s supply side drivers
· China’s EV penetration
· Consensus growth forecasts
· Economic shocks and the consensus
The skinny
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