Inflation relief
Growing conviction that central banks have concluded their tightening cycles has fuelled a rally in stock and bond markets over the past two weeks. And that conviction has been reinforced by some weaker-than-expected inflation data over the past few days. In our charts this week we weigh in on this and on other factors including:
· Core inflation trends in advanced economies
· The global growth consensus for 2024
· The links between growth and interest rate expectations
· Growing concerns in the US about higher interest rates
· Japan’s disappointing GDP growth in Q3
· Equity market fund flows…
The skinny
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