Oct 11 2024 8 mins 1
Last week’s stronger-than-expected US employment report have combined with some comments from FOMC members suggesting the Fed may be in no great hurry to reduce interest rates next year to generate a big repricing in financial markets over the past few days. Geopolitical uncertainty in the Middle East and the plight of China’s economy have additionally been a key focus for many investors. In our charts this week we home in on:
· US data surprises and the Fed
· Supply chain pressures and inflation
· China’s economic outlook
· Electricity prices in Germany and the US
· The global economic cycle
· The Blue Chip growth consensus for 2025
