Daily Alert: You can't always get what you want

  • Shipping delay woes, supply chain chaos and constrained capacity have remained prominent themes in the headlines over the last 24 hours.
  • Supply chain pressures are also one of the factors cited by the IMF in cutting its growth outlook overnight.
  • The comments we’ve had from Fed speakers have been quite hawkish overnight, but markets will obviously be focused on the release of FOMC minutes tomorrow morning. 


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