skinny.

Latest / Macro Pulse

Energising the politics

A debate about the precise timing of a Fed rate cut has continued to dominate financial market sentiment in recent days. A nod from the Fed acknowledging progress in fighting inflation, coupled with weaker-than-expected CPI data, has, in particular, kept hopes of a soft landing for the US economy alive. In our charts this week we focus on:

· US inflation

· The UK economy

· Consensus growth forecasts

· The energy transition and climate change

· China’s trade

· The US dollar and global trade

The skinny

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