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BoE’s Pill: There’s a risk that we draw too much comfort from dip in inflation
There’s a risk that we draw too much comfort from…
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Germany December industrial production -1.9% vs -0.3% m/m expected
Prior +0.8%; revised to +0.2% At the same time, we’re…
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How have interest rate expectations changed after this week’s events?
Rate cuts by year-end Fed: 58 bps (77% probability of…
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US tariffs impact show up in German and French trade numbers, but is there a bigger worry?
Earlier today, we had Germany and France release their latest…
