Latest / Bondcast - The Rates Podcast
Are markets too quick to price more rate hikes?
Oil prices are back in focus, markets are repricing central bank risk, and politics is adding another layer of uncertainty across Europe and the UK. In this episode of Bondcast, Imogen Bachra, Deepika Dayal and Oriane Parmentier discuss whether markets are moving too quickly to price further rate hikes – and what investors should watch next.
In this episode, we discuss:
Middle East tensions and oil prices: why renewed geopolitical risk has pushed markets to reassess inflation and rate expectations.
ECB pricing: whether recent euro rates repricing has gone too far, and why July still looks too…
The skinny
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