The United States: These charts show CPI components by inflation rate for the US and the Eurozone. Is there more disinflation ahead for the US?
Europe: European assets bounced relative to the US, partly because of the weaker dollar.
Global Developments: Fund managers increasingly view the US dollar as overvalued, boosting their bets against the greenback.
Equities: Will the pace of earnings downgrades ease as economic surprises turn positive?
Asia – Pacific: A weak yen should be a tailwind for Japan’s stocks.
Emerging Markets: The market is pricing sharp rate cuts ahead for Chile as recession looms.
Food for Thought: Here is the search volume for plant-based milk alternatives:
Edited by William Villacis
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