Green Light, Yellow Light, Red Light

Two G7 central banks have already cut – the ECB & BoC . Both should cut more as the year progresses while the BoE and Fed are likely to join the rate-cutting party later this year. At the other end of the spectrum is the RBA which is widely expected to keep the cash rate steady this year. Each country has its own nuances that will impact the timing and magnitude of policy changes, which we discuss in this podcast under the theme of green lights (i.e. what makes them move), yellow (what creates confusion or a pause), and red lights (what could stop them dead in their tracks). Participants:Jason Daw (Desk Strategy), Head of North America Rates StrategyIzaac Brook (Desk Strategy), US Rates Strategy AnalystCathal Kennedy (Desk Strategy), Senior UK EconomistSu-Lin Ong (Research), Chief Australia EconomistResearch Analyst opinions are their published views, independent of those expressed by Desk Analysts