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Central Bankers vs. The Bond Market | Roger Hirst

Forward Guidance

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Are European Central Bank and the Bank of England Following the Fed?

Are people paying more attention to the Fed than they are to the Bank of England? Everything seems to be sort of the US has been leading and everyone's following with a lag, but pretty much everywhere you can see these inflation numbers have been rolling over. And it seems that the pivots that we've got, for instance, in Europe on the Yoruba curve is about three months behind. So there's a disconnect there. The market is not sure whether the market is being overly pessimistic about growth and therefore it thinks the cuts come because we get recession.

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