เงินฝาก
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Juggling inflation fears and recession risk
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Supply disruption, inflation threat, and policy diversion
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From inflation to recession risk amid polarization
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Global: Hope Above, Strain Beneath—Sentiment Improves, but Growth Softens and Inflation Pressures Build
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US: March rate hike is a done deal, possibly five hikes this year, given more persistent inflation, rapidly-rising wages, and a solid job market.
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US: Growing consumption contributes to demand-pull inflation; Fed is shifting to a more hawkish tone with aggressive rate hikes; looming risk of an economic downturn.
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US: Robust domestic spending and high inflation risks suggest Fed would keep pace of policy tightening; more aggressive move could increase risk of a hard landing.
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Despite signs of a slowdown, the strong labor market and sticky inflation support expectations the Fed would start to cut rates in mid-2024; risks could rise after election.
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Global growth is slowing down; IMF slashed global growth outlook amid higher inflation, rising interest rates, Ukraine war, and China’s strict covid policy
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Path to US and Eurozone rate cuts opened by cooling inflation; Chinese producer prices begin to recover on improving real estate sector
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