Latest / Bondcast - The Rates Podcast
From Middle East headlines to central bank decisions
This week Imogen Bachra is joined by Ian VanderHorn and Oriane Parmentier to discuss some key central bank decisions. They examine the latest developments from the ECB, previews next week’s Fed and Bank of England meetings, and explore how geopolitical tensions, inflation dynamics and politics are shaping market expectations.
Key topics:
* The ECB remains data-dependent but has not closed the door on additional rate hikes.
* Strong US labour market data complicates the inflation outlook but does not yet point to a significant inflation reacceleration.
* The first Fed meeting under Kevin Warsh…
The skinny
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