The Flow Show – Mercredi 9 avril 2025 – Les attentes de croissance sont revues à la baisse partout.
Global, ex-Japan, Central bank rate cut expectations are ramping higher as the risk on economies increases from persistent tariffs.
Japan wants to negotiate with US, including on FX. Touts Pandemic style measures including sending checks to people to smoothen the tariffs impact.
PBOC says they want to keep CNY/H on the leash, won’t let it drop fast.
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