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Bloomberg Surveillance
Surveillance: Kettner: Bullish tech
Sep 19, 2023
Max Kettner, Analyst at HSBS, discusses the bullish outlook for tech. Ed Yardeni predicts a US recession. Jane Foley anticipates the euro's vulnerability. Simon French shares insights on the BOE rate decision.
31:37
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Quick takeaways
- The Bank of England should reassess its policy stance and consider a pause in interest rate hikes to enhance its credibility.
- Climate change and policy changes to address it create uncertainty and challenges in forecasting foreign exchange rates.
Deep dives
The Bank of England's credibility is questioned amidst market expectations
The Bank of England is facing criticism for allowing market expectations to guide policy decisions, rather than leading them. This has led to a loss of credibility for the central bank, with the market expecting a rate hike that may not align with the latest data on core inflation and wages. By pausing and reassessing the data, the Bank of England could enhance its credibility and strengthen sterling against major currency pairs.
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Discover
highlights
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