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Week Ahead Playbook: Policy Paths Diverge As Geopolitical Risk Rises
Financial markets were given a series of jolts last week, as volatility ratcheted higher once more, as participants digested another hotter-than-expected US CPI report, while also grappled with mounting geopolitical risks, and much else besides. Ultimately, though, a dash for havens proved the dominant theme, with the dollar notching its best week since September ‘22, stocks slipping once more, and gold rallying to fresh record highs. Over the week ahead, as the data docket thins out a touch, attention will remain on incoming geopolitics news flow, as well as the continuation of Q1 corporate earnings season. The ... (full story)