RE: Hmm q3 update needs to be good5 Oct 2024 16:24
I'm a bit worried that given the perilous state of affairs in the middle East, and the risk if oil spiking again fuelling inflation, that central bankers might now air on the side of caution.
Expectations seem to be changing from one data point to the next, and from one macro event to the next.
Who knows if rates will be cut in November now.