14/02/2023
numbers due tomorrow. 10.3% expected ⬇️ from 10.5% but still running very hot, compared to the which came out today at 6.4% (when 6.2% was expected) and ⬇️ from 6.5%. US still expected to go ⬆️ around 25bp-50bp from here and then probably pause, with a rate cut most likely not appearing until December.
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