With the US government shutdown continuing, we've had only limited US data to look at over recent weeks, but that has only increased the focus on geopolitics. This week our focus will be very much on central banks, as we track four of the major central banks which are set to announce rate decisions next week. In the US, a 25bp rate cut from the Fed seems locked and loaded. We also discuss the Bank of Japan, Bank of Canada and the European Central Bank policy meetings. Chapters: US: 02:16, Europe: 09:05, Japan: 14:14, Asia: 19:05.
