(1) Key Events: Week Of 28 September (1 min read) More Fedspeak this week plus Lagarde and Lane from the ECB. The main policy meeting of the week is in India where the RBI are expected to leave rates on hold once again. On the data front, PMIs are due plus European inflation and the September labour market report in the US.
(Bilal Hafeez │ 25th September, 2020)
Does fast food show emerging currencies are cheap as chips? (LGIM, 3 min read)
Higher breakeven inflation vs real yield correlation amplifies cross-asset correlations (Twitter, 1 min read)
Does the Phillips curve help to forecast euro area inflation? (ECB, 29 page read)
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