Greetings,
The United States: The New York Fed’s consumer survey showed stable one-year inflation expectations, while the three-year outlook experienced a significant decline.
The Eurozone: The euro-area GDP is expected to grow 0.5% this year, diverging sharply from the US.
Asia-Pacific: Economic growth is improving in South Korea and Taiwan, which could signal stronger global trade.
Emerging Markets: India’s inflation eased last month.
Equities: The momentum factor has been seeing robust inflows in recent weeks, …
… boosting outperformance in the US and globally.
Food for Thought: Political openness and economic freedom:
Edited by William Villacis
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