Episode - 19 May 2023

19/05/2023 3 min Episodio 14
Episode - 19 May 2023

Listen "Episode - 19 May 2023"

Episode Synopsis

Financial markets were a little unsettled earlier this week but heightened optimism about the willingness of US politicians to raise the US debt ceiling has calmed some fears. Incoming economic data, however, have taken a turn for the worse and there is arguably now mounting evidence to suggest that tighter monetary policy is beginning to exact a heavier toll. Against this backdrop, our charts this week home in on:
·         The US yield curve
·         Private sector deleveraging
·         China’s disappointing reopening phase
·         Japan’s economy in Q1
·         The UK labour market
·         Inflation, profits and sales