Whilst the equity markets swoon at the ongoing phony trade war between US and China, we focus our attention this week on US inflation data and the FOMC minutes from the policy meeting held on 21st March. We discuss the start of the U.S. second quarter earnings season with heightened expectations for some bumper numbers. Banks are the first to update the market, with Q2 results from JP Morgan, Wells Fargo and Citi released this Friday.
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