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US: Policy uncertainty and macro backdrop – HSBC

HSBC Asset Management notes a spike in the policy uncertainty index on recent US trade and Federal Reserve headlines, even as US stocks range-trade and volatility stays contained. The team sees US growth near trend, with sticky but gradually moderating inflation through 2026.
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Eurozone HCOB Manufacturing PMI meets expectations (50.8) in February

Eurozone HCOB Manufacturing PMI meets expectations (50.8) in February
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