Markets have been ultra-sensitive to data for some time now, going back to market pricing for hikes starting in late 2021. More recently, several strong US inflation prints have de-railed the potential for upcoming Fed cuts, while upside surprises have occurred in Canada, the UK and Australia in the recent weeks. Will these data points be determinant for upcoming central bank decisions? What important releases are to come?
Participants:
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Michael Reid (Desk Strategy), US Economist
- Cathal Kennedy (Desk Strategy), Senior UK Economist
- Su-Lin Ong (Research), Chief Australia Economist
- Luis Estrada (Desk Strategy), LATAM FX Strategist
Research Analyst opinions are their published views, independent of those expressed by Desk Analysts