Will markets see a misjudgement on inflation this week?
Luca Paolini, chief strategist at Pictet Asset Management, flags up the big events this week which might impact investment and trading events , including a misjudgement on inflation; the property market in China; leverage in aspects of the government bond market, and a misalignment of housing data expectations in the US; plus the timing of weakening economic data.
13.11.2023