Something for your Espresso – Inflation’s Last Soft Shot
A US-China trade framework is (mostly) in place, but markets aren’t fully buying the narrative. Meanwhile, CPI looms, bond auctions approach, and both the UK and EU continue to underperform the US macro-wise.

A US-China trade framework is (mostly) in place, but markets aren’t fully buying the narrative. Meanwhile, CPI looms, bond auctions approach, and both the UK and EU continue to underperform the US macro-wise.
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