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The United States: Are the fears of a second inflation wave overblown? Below is a comment from Oxford Economics.
The Eurozone: The EUR/USD risk reversals show increased downside bias ahead of the French elections.
Asia-Pacific: The wide gap between US and Japanese real rates could narrow as both nations reverse unconventional monetary policies.
Commodities: Here is a look at commodity markets’ correlations to the S&P 500 and the US dollar.
Equities: According to the NY Fed’s Survey of Consumer Expectations, US households are increasingly upbeat on stocks.
Credit: Investment-grade bond fund flows remain robust.
Global Developments: Speculative accounts have been cutting their US dollar exposure ahead of the rebound.
Food for Thought: US teens’ labor force participation:
Edited by William Villacis
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