Central banks may be on hold, but for how long?

Bondcast - The Rates Podcast · Apr 24, 2026 · 32m

This week, host Imogen Bachra is joined by economists Kevin Cummins and Giovanni Zanni to talk through their expectations ahead of three imminent central bank meetings.

Key points:

1. US economic data and consumer resilience

2. UK inflation and labor market dynamics

3. Fed, BoE and ECB policy forecasts

4. UK political risks and fiscal policy

5. Ongoing impact of geopolitical tensions on markets

This episode was recorded on 23 April 2026.

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