Latest / Bondcast - The Rates Podcast
UK Budget breakdown, euro news and the Fed’s post-election mindset (1 November '24)
Join host Joann Spadigam, and guests Deepika Dayal and Ross Walker as they analyse a busy week for rates markets. In the UK, markets are processing a higher than expected set of Government borrowing needs, so what might this mean for the Bank of England’s terminal rate in 2025? And in the EU, the European Central Bank (ECB) may also look to cut less aggressively next year. Meanwhile, in the US there’s a presidential election/Fed decision mashup for markets to consider, with both long- and short-term implications for the economy.
We did say it’s been busy.
This episode was recorded on 31…
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