The Week Ahead – US Jobs, RBA, BNM meetings, inflation in SZ, KR, PH, TH, ID and Scandi PMIs
Nomura – The Week Ahead
The Risks of a Higher Terminal Rate
We expect another hike in July, and we expect that to be the last one of this cycle. A slightly later start to the recession though would certainly leave November on the table. Every time we look at food prices, we do need to take note of what's happening globally with the supply chain. We have headlines from DW News like these.
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