With key central bank meetings due over the coming weeks at the same time, as economic sentiment data is weakening, the question of 'How Long Will It Take?' until rate hikes feed through into the real economy has become more prominent again lately. Meanwhile, the very same question is also asked in China, with the opposite effect in mind. In this episode, we preview the upcoming rate decisions and add our thoughts on the 'how long' question.
Participants:
- Blake Gwinn (Desk Strategy), Head of US Rates Strategy
- Peter Schaffrik (Desk Strategy), Head of UK/European Rates & Economics
- Simon Deeley (Desk Strategy), Canada Rates Strategist
- Cathal Kennedy (Desk Strategy), Senior UK Economist
- Alvin T. Tan (Desk Strategy), Asia FX Strategist
* Research Analyst opinions are their published views, independent of those expressed by Desk Analysts