Why not to be enthusiastic off of recent US data - Jason Borbora-Sheen
Ninety One | The Big Picture - A podcast by Ninety One - Tuesdays
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Market participants, so used to inflation surprises to the upside, were caught off guard when the latest US data came in below expectations. A startling risk asset class rally ensued. Jason Borbora-Sheen analyses the data, the likely reaction from the Fed, and also warns of being too enthusiastic on the back of one data point. Hosted on Acast. See acast.com/privacy for more information.
