The Global Week Ahead: Immaculate Disinflation?
Much of the coming week’s focus across global markets will be upon the intersection between US inflationary pressures and company earnings reports and how the two impact overall risk appetite. Toss in what could be important guidance from the Fed, BoC and BoE at the annual IMF/IIF meetings in Bangkok and we have a recipe for a potential step forward in our understanding of nearer-term asset allocation choices.…