Latest / Bondcast - The Rates Podcast
Slow and steady
This week host Joann Spadigam and Kevin Cummins review their expectations for central bank rate cuts later this year. While economic data have surprised in the US, they don't think it's enough to dramatically change the Fed's position. But with more data on the way, it's a case of wait and see. In Europe, the broad inflation news is in line with the European Central Bank's expectations, and an April cut still seems unlikely.
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NB: This was recorded on 4 April 2024…
The skinny
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