CORE PCE in line with expectations.
Today's core PCE data shows inflation is still sticky, but the market breathes a sigh of relief it's in-line with expectations and not higher.
Combined with positive Microsoft and Alphabet earnings and 'a not so hawkish BOJ' it bodes well for a continuation of the recent 'interest rate differential' trade. But today, given my growing complex for placing trades on a Friday, rightly or wrongly, I'm going to sit this one out. But if the status quo remains, I expect to be looking for short JPY or CHF opportunities next week.
So for now, I will go and pick up my niece and nephew from school and enjoy the 'rare' North Wales sunshine. Weekly review to follow.
Enjoy your weekend.