A soft landing scenario for the world economy, driven by moderating global growth, and aided by disinflationary pressures, has remained the base case in financial markets in recent weeks. But investors have also been dancing to some political music in the US and Europe in recent days. In our charts this week we focus on:
· The policy rate consensus
· The US labour market
· Euro area inflation
· South Korea’s trade
· Japan’s capital flows
· UK economic performance
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