Intro

Market sentiment seems to be holding in pretty well as this week comes to a close. Equity markets are generally holding up at healthy levels, credit spreads remain pretty tight, and commodity currencies, which are often seen as global growth sensitive and risk barometers, are holding up at higher levels. This week in the US, our focus will be on core PCE inflation and any new Trump or tariff developments. In Europe, we’ll be watching the German election fallout, along with the latest inflation readings. Then it’s the latest from Asia, with central bank meetings in Korea and Thailand, and China PMI data ahead. Chapters: US (02:16), Europe (06:46), Asia (11:31).