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Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
The Federal Reserve has announced their investigation into when it would be appropriate to lower the pace of quantitative tightening (QT).
Fed rate forecast increased by 50 basis points to 4.5-4.75% by Q2 2027
After several years of rising interest rates, declining home prices, and subdued transaction activity, Hong Kong's residential market has begun to show signs of recovery in 2026.
Monetary trends may be starting to confirm a negative 2027 economic outlook suggested by cycle analysis.
The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.
Falling oil prices spurred by hopes for Middle East progress lifted stocks, while yields remain elevated but below overnight peaks. Consumer sentiment data looms after the open.
A new Citi Research report looks at our "global resilience" narrative, which has stayed firmly intact as the global economy's production side has grown more flexible and adaptable and AI spending h...
As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments.
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