More central banks are starting to cut policy rates, but we think they’ll remain above pre-pandemic norms. We prefer short-term government bonds and credit. U.S. stocks slid last week in a volatile week. U.S. bond yields dropped sharply after soft jobs data spurred expectations for a bigger Fed rate cut next month. We track China inflation and activity this week. China’s trade data are likely to show exports are still underpinning an otherwise weak economy.
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