Weekly Commentary: A new playbook for a new regime

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The new macro regime is playing out. We think that requires a new, dynamic playbook based on views of market risk appetite and pricing of macro damage. U.S. jobs data showed lower workforce participation is propping up wages and confirming labor shortages should help keep inflation persistently higher. We’re watching services PMIs and key trade data for more signs of the damage from tighter financial conditions before key central bank meetings next week.

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