In today’s briefing:
- The Weekly Market Monitor – Are Central Banks Finally Breaking Sentiment?
The Weekly Market Monitor – Are Central Banks Finally Breaking Sentiment?
- Fed Chairman Powell delivered a very powerful statement this week on the need to retain price stability. As a result, investors are giving up their fight to think otherwise.
- We focus on France’s horrible PMI data and explain how we may see a repetition of the US retail sales slump witnessed in December 2018.
- With central bankers embracing the ‘higher for longer’ narrative, real yields will start to hurt.
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