Latest / Bondcast - The Rates Podcast
The Week Ahead: 14 – 18 September '26
Imogen Bachra shares her take on to watch in the week commencing 14th of September.
* Friday's US inflation data was sufficiently firm that it feels like a 25 basis point hike from the Fed next week looks like the path of least resistance. Our base case is still that this is a one and done move. We still see labour market weakness emerging into 2027, which could ultimately pave the way for rate cuts, but clearly persistently elevated energy prices present an upside risk to this view.
* We have the BoJ at the end of the week that's likely to follow suit with a 25 basis point hike at its…
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