United States: When will the emergency programs expire?
Eurozone: Positive economic surprises relative to the US have benefited EUR/USD over the past year.
Japan: Producer price gains surprised to the upside, driven by energy and industrial commodities.
Commodities: Industrial metal prices appear to be overbought.
Equities: Valuation multiples tend to contract when inflation climbs.
Food for Thought: US population with a driver’s license:
Edited by Richard Holmes
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