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My latest weekly note (one of the two links below) covers what is en even more interesting economic and market backdrop: strong U.S. data and yield moves contrasting with political jawboning on the Fed, more general sovereign bond yield volatility, and currency shifts. Looking ahead, the focus includes key US inflation prints (CPI/PPI) and the start of an interesting round of central bank decisions. https://t.co/KoCv0SVFGy https://t.co/FtIATh1VAH #economy #markets
Library as of 2026-10-23