• Are We There Yet?

  • Mar 5 2024
  • Length: 18 mins
  • Podcast
Are We There Yet? By cover art

Are We There Yet?

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  • Summary

  • It appears that markets have retraced some of their expectations for central bank action much closer to where speakers are guiding investors - in other words, we are trading much closer to what most people would consider 'fair value'. We sense a long bias in the fixed income markets and the question whether this is a sign of things to come offers itself. Meanwhile, FX markets are trading sideways and question about what can break the lethargy should be asked.

    Participants:

    • Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
    • Blake Gwinn (Desk Strategy), Head of US Rates Strategy
    • Jason Daw (Desk Strategy), Head of North America Rates Strategy
    • Gordon Scott (Desk Strategy), Euro Area Economist
    • Elsa Lignos (Desk Strategy), Head of FX Strategy

    Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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