With little to destabilise financial markets over the past few days, soft landing narratives have remained in vogue. While this week’s US CPI report was certainly a little stronger-than-anticipated, other indicators, including the latest UK labour market report, were more benign. In charts this week we look in more depth at:
·       US Inflation drivers
·       The health of the UK labour market
·       Japan’s supply side drivers
·       China’s EV penetration
·       Consensus growth forecasts
·       Economic shocks and the consensus

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