With US equities still on its stubborn climb, how much is it fueled by the Fed's policies? Tim also provides an analysis of the Bank of England's recent decision to stand pat on UK interest rates, while looking ahead to July's non-farm payrolls. 

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Tags:  Mark Carney,  normalisation,  monetary policy,  sterling,  inflation,  export,  FOMC,  Janet Yellen,  Donald Trump,  wage growth