bullish

Global Rates: Cross currency basis 1H26 outlook

133 Views26 Jan 2026 13:33
Podcast
SUMMARY
  • Cross currency basis tend to move in unison globally but divergences exist due to monetary policy and cross border issuances
  • Markets are pricing in excessive rate cuts by the Fed, creating a discrepancy with economist forecasts
  • Fed's balance sheet dynamics, including T bill purchases, are expected to support money market rates and USD market financing conditions

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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  • Global Rates: Cross currency basis 1H26 outlook
    26 Jan 2026
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