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The Global Week Ahead: Trading Places?
An active week will kick off with Japan’s election results that could mark a new dawn for the country and with potentially strong implications for global markets and geopolitical developments over time. The results will quickly give way to key readings on the US economy including the delayed nonfarm payrolls report and another inflation reading that could inform potential expectations for US monetary policy. As Japan’s global influence may be rising, there are evidence-based reasons to be concerned about the US job market, investment outside of AI, and AI’s potential contributions to inflation risk. Only two ... (full story)
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