Rate Markets Mispricing Early Interest Rate Cuts: Macro Matters

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Rate Markets Mispricing Early Interest Rate Cuts: Macro Matters" was published on November 23, 2023 and runs 26 minutes.

November 23, 2023 ·26m · FICC Focus

Summary

Rate markets are mispricing early interest rate cuts by the Federal Reserve and the European Central Bank, Bloomberg Intelligence interest rate strategists Huw Worthington and Ira Jersey say on this Macro Matters edition of the FICC Focus podcast. They discuss their general views for government debt issuance, which part of the investor base may buy the new debt and central bank policy outlooks. Worthington also goes into detail about recent plans for fiscal stimulus going into the UK elections, which need to occur sometime in 2024.

Episode Description