Chief Investment Strategist
Summary: This week’s US CPI will be a key test of whether inflation jump of the last two months was a bump in the disinflation road or markets need to push expectations of rate cuts further out the curve. Despite consensus looking for a softer inflation print, dollar may not have a lot of room to give as other major central banks such as the European Central Bank and Bank of Canada embrace dovish narratives. Any easing of geopolitical tensions could bring reversal of gains in NOK and precious metals.
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Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
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Chief Investment Strategist
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Chief Investment Strategist
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Head of Commodity Strategy
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Chief Investment Strategist
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Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy
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