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Show Notes
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