Macroeconomic & Market Review-13 March 2023

Ed Sullivan, Macro Economist, provides his broad macro views and highlights the following:

• Latest growth indicators for major DMs surpassing modest expectations
• China’s reopening gaining momentum
• Kuroda’s last meeting as BoJ Governor uneventful/ successor expected to unwind yield curve control
• Central banks’ job of taming inflation not finished / core inflation still far above major DM central banks’ 2% target
• Global inflation down from recent peaks but stubborn core inflation still far above central banks’ 2% target

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30/03/2023 Market and Macro Review