It it ain’t broken, break it
Weaker sentiment over lower expectations of Chinese growth and the US being out of action for Juneteenth. NAB’s Skye Masters looks ahead to the BoE and hawkish talk from the ECB, where most of the bond action has been.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Tuesday 20th June 2023
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We are a couple of days out from the next Bank of England meeting, where a rate hike of at least 25bp is expected, with more to come – but could it be 50? So, is there a danger of doing too much? Phil asks NAB’s Skye Masters whether the aggressive signalling from central banks is intended to modify behaviour without expecting to go quite as far as they are suggesting? The mood overnight was subdued, wit the US on holiday, but impacted a little by more cautious expectations for the Chinese recovery.
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