A hectic week for politics, central banks and corporate earnings reports may well be dominated by continued jitters around the sustainability of the AI equity boom. Over the past couple of weeks, they have outweighed the renewed rise in energy prices in equity and bond markets. We think that is a harbinger of things to come. The more immediate question is whether central bankers share the view that the balance of risks has shifted, a little, from inflationary pressure and towards a slowdown.
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