Riding Volatility as Turmoil Recedes: All Options Considered
FICC Focus
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Introduction
Both central banks have left the optionality of another hike, but the autopilot mode of rate hikes has now been switched off. The data will have the last word on the precise peak in rates. This can see the market being more sensitive to data given the non-committal guidance and support realised volatility around key data releases. Survey data and credit conditions are weakening, but core inflation remains sticky.
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Transcript
