- Jefferies expects Fed and ECB to hike in December and potentially pause.
- Japan corporate goods inflation accelerated to 7.1% in October.
Jefferies expects Fed and ECB to hike in December and potentially pause. If oil prices fall as expected, a 2027 hike won't be needed. Other analysts weigh in on Japan inflation, Bunds vs Treasurys, Fed risks, BOJ, dollar, and EM currencies.
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