Politics Over Policy: Why Markets Are Ignoring the ECB and BoE

Eric Culp and Beat Nussbaumer join LiveSquawk’s Market Talk to preview upcoming rate decisions from the Bank of England and the European Central Bank, where both are expected to keep rates unchanged. The discussion highlights how political instability in the UK and US is beginning to overshadow traditional macroeconomic signals, placing unusual pressure on currencies like the pound. They also examine how euro strength could eventually force a more dovish ECB stance and debate whether recent Bitcoin volatility reflects a broader institutional risk-off shift. The episode concludes with a view that geopolitical dynamics and trade relations—not central bank policy—may be the dominant market drivers throughout 2026.Follow Eric on X: https://x.com/EricCulpLSFollow Beat on X: x.com/MacrobeatLTry our 24-hour news squawking service for FREE! 👇https://www.livesquawk.com/#sign-upFollow us on X: https://x.com/LiveSquawk