Well Telegraphed? episode artwork

EPISODE · 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 & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategySimon Deeley (Desk Strategy), Canada Rates StrategistCathal Kennedy (Desk Strategy), Senior UK EconomistResearch Analyst opinions are their published views, independent of those expressed by Desk Analysts

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Well Telegraphed?

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This episode was published on July 17, 2024.

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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?...

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