A look at the day ahead in European and global markets from Kevin Buckland The dominating theme in global financial markets is once again central bank policy, and equity investors in particular are worried. U.S. data is showing a flare-up in inflationary pressures, just as markets had become comfortable with the idea of a Goldilocks scenario replete with soft landings and less hot labour markets. Even ultra-resilient Japanese stocks seem to have finally succumbed, with the Nikkei threatening to snap an eight-day winning streak. Markets in China and Australia took another steep step down. Investors weren't in the mood for...