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Central bank divergence: room to run?

Published on21 MAY 2024

Resilient US growth and a series of upside US inflation surprises to start the year have led markets to now expect the Fed to cut interest rates later and more gradually than most G10 central banks. How far central bank divergence could run, and the implications for economies and markets, is Top of Mind. 

Goldman Sachs Research

Central bank divergence: room to run?

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