Is this endgame for the global monetary tightening cycle?

from The Weekly Briefing from Capital Economics · host Capital Economics

Last week was a relatively quiet one for markets. The same won’t be said about this coming week. US inflation data and a slew of central bank decisions will give investors plenty to chew over as they scan for signs that the end of monetary tightening cycles could finally be looming into view. Will policymakers at the Fed, the ECB and/or the Bank of England give the market what it wants? Plus, the stunning political comeback of Lula in Brazil has fuelled hopes of a renewed push to curb deforestation in the Amazon. Will the incoming President do what it takes, or will other economic challenges take priority?Research referenced:Fed: Peak in rates coming into viewECB set to hike by 50bp; more to come next yearBoE: Peak is in sight, but we’re not there yetLula’s fiscal plans intensify Brazil’s public debt risks

What this episode covers

Group Chief Economist Neil Shearing previews a big week of inflation data and central bank decisions while David Oxley, the head of our Climate Economics coverage, and Chief EM Economist William Jackson discuss whether Lula can tackle deforestation when he returns to the Brazilian presidency in January.