bullish

Global Rates: January ECB Meeting and Euro Rate Markets

211 Views22 Jan 2024 21:22
Podcast
SUMMARY
  • The market is pricing in a 25 basis point cut in the June meeting, with additional easing expected to reach a neutral level by the first half of 2025.
  • The ECB is expected to remain on hold at the upcoming meeting, with the focus on their updated views on growth, inflation, and any forward guidance.
  • The sell-off in recent weeks has been driven by the repricing of monetary easing expectations, but the strategic over duration stance remains comfortable, particularly in the medium term.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

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At Any Rate
Podcast by J.P. Morgan analysts on global markets
At Any Rate
Multi-AssetMacroeconomicsCross Asset Strategy
  • Global Rates: January ECB Meeting and Euro Rate Markets
    22 Jan 2024
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