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Well Telegraphed? episode artwork

Jul 17, 2024 17 min

Well Telegraphed?

from Macro Minutes

Markets have been pricing more rate cuts again on the back of somewhat weaker data releases, specifically in the US. Yet, central banks remain reticent in telegraphing rate cuts clearly. Can the latter change and make markets price in even more? Participants: Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics Blake Gwinn (Desk Strategy), Head of US Rates Strategy Simon Deeley (Desk Strategy), Canada Rates Strategist Cathal Kennedy (Desk Strategy), Senior UK Economist Research Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Well Telegraphed?

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