United States: The Treasury curve has been flattening at the longer end, which may signify falling inflation expectations
Fund managers increasingly see inflation as transitory.
Eurozone: The Eurozone’s industrial production has been lagging the rest of the EU.
Emerging Markets: Emerging markets are seeing a broad-based slowdown in manufacturing growth.
Equities: This chart shows the evolution of sentiment by sector.
Rates: Flows into TIPS ETFs remain robust, boosting returns.
Food for Thought: Disney and Netflix subscribers:
Edited by Daniel Moskovits
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