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German expectations improve as Merz’s reform push gains traction.
Linking insurance repricing, inventory shifts and freight moves to the policy‑rate path.
Falling eurozone inflation eases pressure on ECB.
Mixed retail composition signals stable demand as inflation impulses continue to fade.
Earnings in focus as anticipated higher profits, moderating inflation and a patient Fed test the durability of the US equity rally.
Profits soar, but a more complex path ahead.
Warsh testimony after June CPI indicates a possible policy path.
Questions remain about pension overhaul.
Growing divisions over inflation and the risk of overtightening.
A cautious Fed meets a selective and uneven reopening in global capital markets.
Inflation expectations firm, but households grow more confident in jobs and finances.
