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Weekly commentary: Central bank inflation fight to carry on
The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride. Soft June U.S. core inflation has revived hopes for rate cuts in 2024. This can fuel a bull run across assets for some time – until it runs into the disconnect between fast-falling inflation and stronger-than-expected economic activity. We look for opportunities beyond broad asset classes, such as the artificial intelligence theme in equities. The surprising fall in June U.S. core CPI inflation was clearly good economic news. Yet how can inflation suddenly be falling if the ... (full story)
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