Central bankers across the G10 space currently push back against market pricing. The market will likely eventually force their hands but chubby markets will be seen until.
Good Morning America: A global coordinated “inflation has peaked” narrative from major central banks?
The extent of hikes will now be 100% data-dependent and guided by how lags of former hikes will hit the economy in both the US, the UK and the Euro zone. This almost felt like a global coordinated “inflation has peaked” narrative from central banks. What are the ramifications?
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Two New Words We Learned at Davos
The Globalization Elite is convening at Davos this week.. We see a lot of insight in two words rolling down from the Alps – “polycrisis” and “friendshoring”
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