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While policy makers once hoped we’d now be seeing decent growth and slowing inflation, obstacles to that outlook are emerging by the day.

The mounting concern now is of a toxic mixture of weak demand and accelerating prices.

Risk one is the delta variant, which, as Enda Curran details, is undermining efforts to rev up factories, offices and schools.

Worrying recent data include the smallest hiring of Americans in seven months, deterioration in Germany’s Ifo index, a crumbling of China’s services sector and a weakening of global manufacturing.

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