It has been another big week in markets. We discuss US fiscal developments and how the Fed might respond as well as preview US inflation data. In focus for the week ahead is also central bank decisions in Australia, New Zealand and South Korea, alongside India’s growth outlook. In Europe, we discuss recent signs of softening of inflation and why the ECB still has room to cut rates.
Chapters: US (01:50), Australia & New Zealand (07:31), India (10:33), Asia (17:19), Europe (18:03).
