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TITLE BOUT: Semiconductors vs Spenders | Ben's Market Insights
In this week's episode we discuss the economic releases from Europe and the UK. The ECB is set to announce its rate decision. We see no room for manoeuvre. The UK is likely to witness a small uptick in headline CPI. We see further reliance on the debt market going forward, making it virtually impossible for the BoE to lower rates in this cycle and may even be looking at a rate rise before year-end.The Iran conflict doesn't look like its ending any time soon. Energy prices remain elevated creating a higher base for inflation in the US resulting in the 10 year UST staying above 4.5% and staying…
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