Cuts For Thee, But Not For Me episode artwork

EPISODE · Jun 11, 2024 · 15 MIN

Cuts For Thee, But Not For Me

from Macro Minutes

The BOC and ECB both kicked off long-awaited cutting cycles last week with questions about the depth and duration of these cycles likely to drive markets from here. But in other regions the case for pulling forward cuts is still somewhat weak. Where other central banks remain on hold, the trading environment might remain relatively rangebound into this summer.Participants:Simon Deeley (Desk Strategy), Canada Rates StrategistPeter Schaffrik (Desk Strategy), Head of UK/European Rates & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategySu-Lin Ong (Research), Chief Australia EconomistResearch Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Cuts For Thee, But Not For Me

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The BOC and ECB both kicked off long-awaited cutting cycles last week with questions about the depth and duration of these cycles likely to drive markets from here. But in other regions the case for pulling forward cuts is still somewhat weak. Where...

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