Growing conviction that central banks have concluded their tightening cycles has fuelled a rally in stock and bond markets over the past two weeks. And that conviction has been reinforced by some weaker-than-expected inflation data over the past few days. In our charts this week we weigh in on this and on other factors including:
·       Core inflation trends in advanced economies
·       The global growth consensus for 2024
·       The links between growth and interest rate expectations
·       Growing concerns in the US about higher interest rates
·       Japan’s disappointing GDP growth in Q3
·       Equity market fund flows in developed and emerging economies

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