Oct 18 2024 4 mins 1
A soft landing narrative has continued to shape sentiment in financial markets over recent days, supported by several factors. These include upbeat corporate earnings news, a sharp drop in oil prices, weaker-than-expected inflation data and US labour market resilience. In our charts this week we focus on:
· Oil prices and yields
· UK inflation
· China and traded goods price inflation
· EM portfolio flows
· The euro area banking sector
· Global equity sector performance
