Greetings,
The United States: Market expectations for the Fed’s policy rate trajectory have moved up substantially since the last projections were published in December. Will the Fed’s new dot plot shift higher?
Underlying inflation measures remain sticky, which could delay rate cuts.
The Eurozone: Here are the consensus estimates for GDP and inflation over time in the Eurozone and the US.
China: Industrial output surprised to the upside.
Emerging Markets: India’s exports jumped last month.
Equities: Here is Goldman’s sentiment indicator.
Food for Thought: Chip design and fabrication costs:
Edited by William Villacis
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