The next two weeks could set the macro trend for the rest of the year. 10th: US PPI inflation + ECB rate decision 11th: US CPI inflation 16th: Fed rate decision + FOMC economic projections 17th: BoE rate decision 18th: BoJ rate decision It is also quite possible that we see further announcements from Bessent and the US Treasury as to their plans to control long-end yields. Pay attention, and be prepared to take advantage of the volatility.
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