United States: To start, the pace of moderation in core inflation will depend on corporate margins.
China: China announced an easing of lending requirements for homebuyers. Due to a sharp rise in the banks’ NPL ratios with developer loans, however, this may not translate into an effective stimulus for the Chinese economy.
Canada: Companies see higher price increases ahead, according to the CFIB.
Energy: US natural gas prices have been strengthening.
Meanwhile, LNG exports are surging as U.S. inventories hold near the low end of the 5-year range.
Alternatives: Private equity activity has been relatively strong so far this year, despite the headwinds.
Food for Thought: To conclude, here is growth in economic output by generation:
Edited by William Villacis
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