A debate about the precise timing of a Fed rate cut has continued to dominate financial market sentiment in recent days. A nod from the Fed acknowledging progress in fighting inflation, coupled with weaker-than-expected CPI data, has, in particular, kept hopes of a soft landing for the US economy alive. In our charts this week we focus on:
· US inflation
· The UK economy
· Consensus growth forecasts
· The energy transition and climate change
· China’s trade
· The US dollar and global trade
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