The global backdrop remains unsettled, reflected in rising gold prices amid geopolitical tensions. At the same time, however, many major equity indices remain at or close to all-time highs, buoyed by optimism around AI and reinforced by a run of relatively benign US inflation readings. In our charts this week we focus on:

The Blue Chip growth consensus
Central bank policy rate expectations
UK data surprises and the BoE
The impact of Artificial Intelligence
US business formation and productvity growth
China's export growth

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