Morning Bid: Japan CPI a distraction amid thickening global fog

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Morning Bid: Japan CPI a distraction amid thickening global fog
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A look at the day ahead in Asian markets from Jamie McGeever.

and PMI data likely to be the main local drivers on Friday, offering direction that is unlikely to come from yet another choppy day in U.S. markets on Thursday.

Wall Street rose - although ended up off its highs - but bank stocks slumped to the lowest since 2020; key parts of the U.S. yield curve steepened, but the three month/10-year segment is its flattest and most inverted since 1981; market-based inflation expectations fell, but so did Fed rate expectations.Rates markets are now pricing in around 100 basis points of Fed easing this year, something Fed Chair Jerome Powell said on Wednesday is definitely not the central bank's base case scenario.

Treasury Secretary Janet Yellen did know that she had a second chance on Thursday to soothe concerns among investors and the wider public about whether authorities will move towards guaranteeing all bank deposits.

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