Latest / Bondcast - The Rates Podcast
Higher oil prices again, but what next for rates?
In this week’s episode, Imogen Bachra is joined by Stuart Sparks and Giovanni Zanni to discuss what recent events mean for rates markets.
Fresh tensions in the Middle East have pushed oil prices higher once again, forcing markets to reassess the inflation outlook and the likely response from central banks. At the same time, softer-than-expected US inflation data has eased immediate pressure on the Federal Reserve, while political developments in Italy and the UK continue to shape market sentiment.
Key takeaways
* Softer US inflation has significantly reduced expectations of a near-term Fed…
The skinny
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