[US CPI Review] Energy, Housing, And Services Keep Inflation Hotter Than Expected
March CPI exceeded expectations at 3.5% YoY, driven by gasoline, shelter, and transportation services. Dollar strengthened against other...
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EM Watch: China is preparing something BIG!
The below chart of ours have made the rounds in recent days and weeks as China seems to be preparing for something big given the heavy restocking...
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5 Things We Watch – Rates Pricing, Liquidity turning, Labor Market, Commodities & China
Hello everyone, and welcome back to our weekly ‘5 Things We Watch’, where we provide 5 of the things we keep an eye out for in global macro in a...
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US CPI Review: Inflation is accelerating, no return to 2% in sight
US inflation printed at 0.4% in both headline- and core terms, which was in line with our nowcasts and substantially above embedded market...
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[US CPI Preview] Rising Gasoline Prices & Shelter Costs to Result in Hot US Inflation
Rising gasoline and shelter costs expected to push March CPI numbers higher, reducing the likelihood of a rate cut in the near term and supporting...
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