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Reframing Market Volatility and the Yen Carry Trade

Bloomberg Surveillance

NOTE

Global Patterns Shape Local Decisions

Inflation trends are fundamentally global, affecting markets in interconnected ways as they rise and fall. The focus has shifted from inflation metrics to broader economic indicators, such as US payrolls and unemployment claims. Current data suggests that the engine of growth is pivoting from the US, with signs of deceleration in both global growth and inflation levels. The Fed should consider normalizing interest rates in response to these trends, as inflation appears to be decreasing both locally and globally, alongside service and wage inflation tapering off.

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