Soft landing narratives have remained in vogue in financial markets in recent weeks, partly due to weaker-than-expected US inflation data. In contrast, this week’s stronger-than-expected UK service sector CPI inflation data unsettled investors and probably played a role in the Bank of England's decision to keep interest rates unchanged. In our charts this week we home in on:
·       US inflation surprises
·       Wage growth in the US and Europe
·       European political uncertainty
·       China’s property market
·       Japan’s trade
·       Global equity sector returns

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