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The Global Week Ahead: Poking the Bear
Global markets are heading into a period of possible turmoil driven by key central bank decisions starting this week and becoming more amplified the following week. This week brings out Governor Ueda’s first decision at the BoJ as the key event ahead of the following week’s decisions by the FOMC, ECB and RBA that may be further informed by this coming week’s line-up of key releases for growth and inflation as global stock markets taken down a heavy line-up of earnings reports. The broad tone is likely to be conducive to continued policy tightening across most of the major central bank decisions that will unfold ... (full story)