At Any Rate

Global Rates: European rates and Tariff Top Trumps

Apr 4, 2025
This discussion delves into the unexpected impacts of recent US tariff announcements on the European rates market. Fluctuations in German yields signal rising recession risks, complicating economic forecasts. The widening of Boondester spreads is examined, highlighting fiscal policies and market sentiment. Additionally, the podcast explores how tariff influences shape intra-EMU spreads and inflation dynamics, reflecting the divergence between European and US inflation trends amidst global uncertainty.
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