AUKUS-ward If You "Don't Do Geopolitics"

Jun 12th 2025 1:00pm EDT

AUKUS-ward If You “Don’t Do Geopolitics” By Michael Every of Rabobank US CPI, even weaker-than-expected 0.1% m-o-m headline and core and 2.4% and 2.8% y-o-y, wasn’t the main event. Neither was President Trump again calling for the Fed to cut 100bps at its next meeting to lower US debt-servicing costs (when our Fed-watcher Philip says […]

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