A hold, a cut and pension fund tweaks

This week Imogen Bachra is joined by Joann Spadigam and Kevin Cummins to talk all things rates and, uniquely for the team, how change may be afoot for pensions in the Netherlands and the UK. While the Fed predictably held rates in the US, the ECB predictably cut them in Europe, but what to make of the data supporting these moves? What of terminal rates? If you have a view of where UK rates will be at the end of ’25, please vote in our LinkedIn survey, and we’ll discuss the results in next week’s episode.  Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available to get our views on the big themes and events moving markets and shaping the economy in 2025.  NB. This episode was recorded on 30 January 2025.  For any terms used please refer to this glossary Please view our full disclaimer here