After a weaker than expected US CPI print this week, Derek Halpenny, Head of Research Global Markets EMEA and International Securities explains to Matthieu Gloux, Head of Global Client Sales EMEA, why the data itself might not have much significance for the financial markets over the near-term. Derek also looks back at 2s10s curve inversions to assess equity and FX performances. The US dollar is set to strengthen further from here with the Fed’s battle with inflation far from won.
Disclaimer: www.mufgresearch.com (PDF)
Version: 20241125