In this week's update the Investment Consulting Team have provided their analysis and recommendations on the following
- Macro Highlights: Red hot US inflation, resilient consumers despite inflation, housing is key to Fed's hawkish limit
- Fixed Income Highlights: US real yields back in positive territory, quick look at BoJ, ECB and PBOC
- Equities Highlights: JP Morgan 'bad quarter', Japanese stocks start looking attractive, Semicon likely to underperform
- Currencies & Commodities: China's FX reserves, CNY vs USD, natural gas at highest price since 2008
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