Converge Market Update: A March towards disinflation, rate cuts and policy shifts?

March will be an interesting month in financial markets, driven by three major themes: inflation, paring back of interest rate cut expectations, and the lack of volatility despite underlying risks. Upcoming events in March, including central bank rate decisions, will be significant and could induce price action. Will we see a continuation of the disinflationary trend, a potential end to the US exceptionalism sentiment, and possible changes in central bank policies? Global Macro Analyst Boris Kovacevic breaks down this week's most notable macroeconomic news. Disclaimer: Converge is Convera’s new podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.