17 min
Are We There Yet? Macro Minutes
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- Investering
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 & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategyJason Daw (Desk Strategy), Head of North America Rates StrategyGordon Scott (Desk Strategy), Euro Area EconomistElsa Lignos (Desk Strategy), Head of FX Strategy
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
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 & EconomicsBlake Gwinn (Desk Strategy), Head of US Rates StrategyJason Daw (Desk Strategy), Head of North America Rates StrategyGordon Scott (Desk Strategy), Euro Area EconomistElsa Lignos (Desk Strategy), Head of FX Strategy
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts
17 min