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Global Macro Analysis
The latest financial, market & economic analysis
Sticky inflation is cornering the BoE
Europe’s recovery is being tested again
The Fed is stuck between inflation risk and slowing growth
Oil has repriced but the risk hasn’t gone away
Gold is being pulled in two directions
Silver is under pressure and the next move matters
Japan hit by inflation, policy and trade pressures
How many more inflation shocks can the Fed afford to look through?
Japan inflation risks rise as war and policy collide
A year after "Liberation Day", global trade looks bruised - not broken
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