The growing belief that central banks may start easing cycles within the next few months, coupled with the increasing plausibility of a soft landing for the world economy, has fuelled a rally in financial markets over recent weeks. In our charts this week we investigate that narrative with some perspectives on:
·         The policy rate consensus
·         Equity market performance
·         The US dollar’s gyrations
·         Inflation and commodity prices
·         Market expectations for Fed policy
·         China’s economic outlook
Download the free commentary and charts here: https://haverproducts.com/?sdm_process_download=1&download_id=23112

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