Bank of England rate-setter Alan Taylor called for a faster pace of easing with three more interest-rate cuts this year, as the risk of a hard landing for the UK economy mounts https://t.co/2ntsKA6nBp ...

Accessible version On Macro & Micro: global growth expectations improve but still weak (net -46%); big reversal in recession odds (net 42% "likely" in April to 36% "unlikely" in June); 66% expect soft landing (8-month high - 16% = no landing, 13% = hard landing); One Big Beautiful Bill to increase US growth say 33% vs 81% to increase US deficit; investors say corporate balance sheets in best health since Dec'15, and most since Jul'13 want companies to return cash to shareholders. On Returns, Risks, Crowds: ...