BISness
Media briefing on the BIS Quarterly Review, March 2024
Mar 4, 2024
The podcast discusses various topics including central bank caution, market optimism, impacts on market volatility, bond markets, inflation, exchange rates, and economic growth. It also explores inflation drivers, interest rates, bond market liquidity, technology's impact on asset prices, stock market bubbles, and the complexities of R-Star measurement for monetary policy decisions.
32:21
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Quick takeaways
- Central banks' cautious stance and market optimism led to volatility, inflation managed well but price pressures persist.
- Emerging markets outperformed, concerns over bank lending attitudes and rising defaults, dollar fluctuations tied to policy outlook.
Deep dives
Financial Market Developments and Central Banks' Caution
The podcast discusses the waxing and waning gap between central banks' cautious stance and financial markets' optimistic expectations regarding policy outlook. This tension led to market volatility and swings in bond markets. Central banks' success in managing inflation fueled market expectations of earlier cuts, but data released later underscored persistent price pressures.
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