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'More good data' for the Fed, more election uncertainty and why the ECB won't rush a follow-up
In the latest episode of The Weekly Briefing from Capital Economics, Chief North America Economist Paul Ashworth reflects on a couple of crucial inflation reports, explaining how they’ve shifted the disinflation narrative and could even lead to even more aggressive policy easing from the Federal Reserve this year. Paul also discusses with David Wilder how his team is trying to cut through the noise around the US election to forge a coherent view of the US economic outlook in 2025 and beyond.
Andrew Kenningham, our Chief Europe Economist, is also on the show to preview the coming week’s ECB…
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