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
· 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
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