Greetings,
The United States: While the softer CPI report was welcome, manufacturing surveys indicate a potential acceleration in goods inflation in the coming months.
Fund flows into inflation-linked Treasuries:
Equities: Non-US stocks have outperformed their US counterparts for eight consecutive trading sessions.
Credit: US high-yield spreads have now risen above those in Europe.
Commodities: US firms are paying a substantial premium for aluminum over London prices.
High-performance memory chip prices have been surging.
Japan: Japanese investors returned to foreign stocks last week.
Food for Thought: Global data center capacity distribution:
Edited by William Villacis
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