In today’s briefing:
- The Weekly Market Monitor – The End of Goldilocks?
The Weekly Market Monitor – The End of Goldilocks?
- US retail sales are off to a lousy start in 2024. Excess savings are gone, and the regular savings rate is low. The end of extraordinary US GDP growth?
- The higher-than-expected producer price data robbed investors of the ‘Fed must cut rates soon’ narrative. Interestingly, the PPI suggests lower inflation from here.
- Will the Bank of Japan finally remove its long-lasting negative interest rate policy? Wage growth says ‘yes.’
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