Last week’s stronger-than-expected US employment report have combined with some comments from FOMC members suggesting the Fed may be in no great hurry to reduce interest rates next year to generate a big repricing in financial markets over the past few days. Geopolitical uncertainty in the Middle East and the plight of China’s economy have additionally been a key focus for many investors. In our charts this week we home in on:
·       US data surprises and the Fed
·       Supply chain pressures and inflation
·       China’s economic outlook
·       Electricity prices in Germany and the US
·       The global economic cycle
·       The Blue Chip growth consensus for 2025

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