Central banks are expected to keep the door open for a few more rate hikes in 2023. We look for the Fed, and other major central banks, to pause their rate hike cycle next year, but probably not pivot to lower rates for some time. The BoJ is seen as starting to withdraw their stimulus as the expanded trading band for JGB yields (+/- 50 bp from zero) suggests. To read more please subscribe.
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See AllOur round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at Italian bond yields that have been falling - more ahead? Our Review section l
FX market participants continue to trade off of interest rate differentials - and expectations of changes in the differentials. Fed rate hike expectations have disappeared lately and the USD has lost
Our round-up of what to expect in the coming week and the key events of last week. The regular Spotlight feature looks at US retailers as the market is rewarding some, and punishing others. Will this
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