Goldman Sachs The Markets

Divergence watch: ECB decision and central banks’ policy paths

Jul 19, 2024
Guest
Gurpreet Garewal
Gurpreet Garewal from Goldman Sachs Asset Management discusses ECB decision's impact on central banks worldwide and currency & fixed income markets. Topics include potential second rate cut in September, inflation risks, market reactions post-meeting, Euro weakness, and upcoming events affecting credit investments.
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Episode notes
1
Intro
00:00 • 2min
2
Analysis of inflation risks and their impact on ECB policy decisions
01:44 • 2min
3
Analysis of Early Market Reactions and Monetary Policy Paths
03:33 • 5min