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PBOC shifting to short-term rates

Markets seemed calmer and took the French Election results in their stride, even asit’s unclear which coalition in France if any can be mustered to form a government.
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Germany CAI Continues to Underperform Rest of Europe in June

Please find an update of our proprietary global economic indicators below. The databehind these exhibits can be downloaded here. Interactive charts can be found onour living page here.
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Firm Industrial Production in May Driven by Construction and Utilities

Bottom Line: Industrial production expanded 0.7% mom sa in May, aboveconsensus for a milder expansion. The IP increase in May was driven by solid
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MACRO TRENDS CHARTBOOOK

With nominal growth in the major global economies not only slowing down to below 20y average (4.9% yoyin Q1-24 or -0.3z) but also with a more compressed distribution than in the pre-Covid period, monetary
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Path to goldilocks: Own cyclicals

Economics: Inflation box ticked, focus shifts to growthLast week, inflation ticked another box for the Fed. Headline inflation missed by 4.2
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Asia FX Talk BI to stand pat

Market HighlightsDisinflation in the US has resumed in Q2, but core inflation (particularly services inflation) could remain sticky in the months ahead. US retail sales was stronger than
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The Point for Europe

Infineon Technologies (IFXGn.DE) - Expect in line F3Q and steady FY24 guidance, prudently lower recovery growth in FY2
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The economic consequences of a second Trump presidency for emerging markets

Macro focus: With market-implied probabilities of a second Trump term rising, we take a first look at the potential reverberations for EMs. We view tariff policy as
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Overview – Retail Trading

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Since our Monday update, retail traders have reverted back to net buying
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Healthcare Pulse: Shifts Now Afoot... Investor sentiment

The title of our last weekly, “Strap-In” was a grossunderstatement for the epic momentum reversal thatensued this week
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