Global financial markets have been navigating a more unsettled backdrop in recent weeks, with choppier risk sentiment and shifting rate expectations reshaping the macro narrative. US assets have been particularly sensitive to signs of cooling labour-market momentum, while rising real yields in Japan and renewed fiscal tightening in the UK have added further cross-currents. In our charts this week we home in on:
 

The global policy rate consensus
The US labour market
Euro area inflation 
Real rates in Japan
UK government debt 
South Korea's semiconductor trade

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