Read on the Trading Floor - 15 Feb 2024
Today’s focus… Stagflation in the UK, US data softens, JPY in play and much more
Macro Themes At Play
Theme 1 - Stagflation, tax cuts, reduced government spending, the little 'r' and ESG roll back
Theme 2 - Mixed US data slows the Fed repricing
Theme 3 - JPY in play?
Theme 4 - Are we…