9 min listen
Central banks pushing back on rate cut expectations
Central banks pushing back on rate cut expectations
ratings:
Length:
16 minutes
Released:
Jan 17, 2024
Format:
Podcast episode
Description
The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh data redoubled concerns about China’s economy. Dario Messi from Fixed Income Research joins today’s show to shed some light on what to expect from bonds this year, and Mathieu Racheter, Head of Equity Strategy, gives us more insight into the ongoing earnings season.00:00 Introduction by Bernadette Anderko (Investment Writing)01:05 Markets wrap-up by Jan Bopp (Investment Writing)07:28 Market Outlook 2024 - fixed income calls by Dario Messi (Fixed Income Strategy)11:22 Earnings Season update by Mathieu Racheter (Head of Equity Strategy)14:59 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.
Released:
Jan 17, 2024
Format:
Podcast episode
Titles in the series (100)
Stocks up, yields down on Friday: US equities posted solid gains on Friday, but the real action was in the bond market where growth concerns led to bond yields plunging. Mensur Pocinci, Head of Technical Analysis, provides his view on recent market developments, and shares what he is look by Moving Markets: Daily News