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Lower inflation looks priced in, but slower growth doesn’t

A further decline in US inflation seems largely priced in to financial markets. But we still think investors are too optimistic about how quickly the economy will grow, and as such are sticking with our view that equities will come under renewed pressure, and that the US dollar will rebound, in the next few months.

In view of the wider interest we are also sending this Global Markets Update to clients of our FX Markets Service.

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