This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the state of the economy as we approach the US tightening cycle. Whilst many indicators are still elevated, some have started to roll over. Many of the global cyclical markets are acting as if there is an issue with growth. Over the last decade, the end of QE has often coincided with a peak in bond yields. Is the same about to happen again?
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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group