How has 2024 started?

Join Imogen Bachra, Jan Nevruzi and Joann Spadigam as they examine how markets started 2024. In the US, the Fed is not giving out much new information of when interest rate cuts may begin, though it has released some more detailed notes on quantitative tightening and balance sheet rundown. In the UK, what's driving weakness in gilts, and may stickier core inflation still keep rates higher for longer? In the EU it's arguably a simpler picture, with markets poised for cuts from the European Central Bank.   Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find. And if you have any questions you’d like answered on the podcast, reach out directly or on Bloomberg – or email [email protected]. NB: This was recorded on 4 January 2024. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html