Durable Goods (Sep.)

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Fall in yields won’t necessarily reduce the debt burden

Inflation risks show little sign of abating

Will the drop in equities limit the scale of Fed hikes?

AI trade is driving interest rate expectations

Drop-in: Commodities catch-up – The re-shaping of global energy markets

North America drop-in: What do the midterms mean for Trump’s agenda?

Africa Drop-In: South Africa's local election results and unpacking the outlook for Africa

UK Drop-in: The BoE's October meeting and quarterly report - how high will rates go and for how long?

Drop in: EM Financial Risk update – where are vulnerabilities rising